Financial Forum, Inc.
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 307740
- Registered since
- March 16, 2020
- Website
- www.financialforum.io
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI53.75%
- Individuals46.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Forum, Inc. is an independently owned registered investment adviser organized as a corporation and registered with the SEC in 2020. The firm serves individual and family clients, as well as small businesses, providing financial planning and portfolio management. Its fees are charged as a percentage of assets under management and via hourly billing. Financial Forum identifies as a single-state, independent RIA and does not list ESG investing as an active practice. It does not position itself as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Contacts
3 of 4
Callie Johnson
Wealth Management AssociateCRD 8067991
Jeffrey Comstock
Wealth Advisor, Managing PartnerCRD 4538817
Landy Comstock
Wealth Advisor, PartnerCRD 3268899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 501 N Riverpoint Blvd
- Time zone
- PT (UTC-8)
- Office locations
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