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

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