Financial Forum, Inc.
Financial Forum, Inc. is an SEC-registered mass-market adviser in Spokane, WA with $285.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Financial Forum, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307740, SEC 801-118241, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $285.8M (2026-05-11)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 5
- Clients
- 572
- CRD
- 307740
- Ownership
- COMSTOCK, JEFFREY, L; COMSTOCK, JEFFREY, Landon; COMSTOCK, LANDY, L; COMSTOCK, LANDY, Lynn
How much AUM does Financial Forum, Inc. have?
Financial Forum, Inc. reported $285.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Financial Forum, Inc.?
Disclosed owners and executives of Financial Forum, Inc. include COMSTOCK, JEFFREY, L, COMSTOCK, JEFFREY, Landon, COMSTOCK, LANDY, L, COMSTOCK, LANDY, Lynn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.