Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > spokane > FINANCIAL FORUM, INC.
FINANCIAL FORUM, INC.
501 N Riverpoint Blvd., Ste 104
Spokane, Washington 99202
Tel: 509 458 5373
About FINANCIAL FORUM, INC.
FINANCIAL FORUM, INC, formally registered with the SEC as FINANCIAL FORUM, INC. The firm was established in 03/16/2020. They have over 1 offices throughout the country.
FINANCIAL FORUM, INC. is a Spokane, Washington based Financial Planning firm with nearly $216,371,219 assets under management, offering retirement planning & investment advisory services to 1607 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307740 |
| SEC# | 801-118241 |
| Assets Managed by Firm | $216,371,219 |
| No. of Clients | 1607 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1607 | $216,371,219 |
| Individuals (other than high net worth individuals) | 505 | $121,877,195 |
| High net worth individuals | 52 | $94,494,024 |
More Retirement Planning firms in Spokane, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Spokane, Washington