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FORS FINANCIAL

FORS FINANCIAL CONSULTING, PS

CRD 335705 · SEC 801-132459

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1001 E FRONT ST, PORT ANGELES, WA, 98362, United States

Phone

360-457-6116

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$134.9M

Discretionary AUM

$134.9M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals197$58.5M
High net worth individuals43$76.4M

States served

WA

All web addresses on file

Official SEC filing: View on IAPD