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FINANCIAL FORUM, INC.

CRD 307740 · SEC 801-118241

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501 N RIVERPOINT BLVD., STE 104, SPOKANE, WA, 99202, United States

Phone

509 458 5373

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$285.8M

Discretionary AUM

$285.8M

Team

5 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals495$132.2M
High net worth individuals77$153.6M

States served

AZ, CA, CO, ID, LA, MT, NE, OR, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD