Financial Forum, Inc.
● SEC registered since 2020CRD 307740SEC# 801-118241Spokane, WA
Reg. AUM
$285.8M
Employees
5
Accounts
1,696
Location
Spokane, WA
Financial Forum, Inc. assets under management
Financial Forum, Inc. is an SEC-registered investment adviser based in Spokane, WA. The firm has been registered since 2020. It reports $285.8 million in regulatory assets under management and employs 5 people.
Financial Forum, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Landon Comstock Control | Partner, Wealth Advisor, Cco | Over 75% | 2020 |
Frequently asked questions
How much does Financial Forum, Inc. manage?
Financial Forum, Inc. reports $285.8 million in regulatory assets under management on its Form ADV.
How many employees does Financial Forum, Inc. have?
Financial Forum, Inc. reports 5 employees.
Where is Financial Forum, Inc. located?
Financial Forum, Inc. is based in Spokane, WA and has been SEC-registered since 2020.
Does Financial Forum, Inc. disclose fund performance?
Financial Forum, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202 |
| Phone | 509 458 5373 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$285.8M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$285.8Mregulatory AUM
Discretionary $285.8M