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⚲
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| Financial Forum Inc
✚
|
|
|---|---|
| CRD # | 307740 |
| SEC # | 801-118241 |
| CIK # | 0001911832, 0001761442 |
| AUM | $285.8 M (2026-05-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 509-458-5373 |
| Address | 501 N Riverpoint Blvd, Ste 104 Spokane, WA 99202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amgen Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 132.2 |
| (b) Individuals (high net worth individuals) | 77 | 153.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,696 | 285.8 |
| By Discretionary | ||
| Discretionary | 1,696 | 285.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,696 | 285.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.8 | |
| Total | 1,696 | 285.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001761442] | |
| 13F-HR | [0001911832] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JF Williams Co Inc
✚
|
CO | 0.3 |
|
Shaker Financial Services LLC
✚
|
MD | 0.3 |
|
Schulhoff & Co Inc
✚
|
OH | 0.3 |
|
RPC Private Wealth LLC
✚
|
IL | 0.3 |
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Ayrshire Capital Management LLC
✚
|
CT | 0.3 |
|
Pandora Wealth Inc
✚
|
IL | 0.3 |
|
Physician Family Financial Advisors Inc
✚
|
OR | 0.3 |
|
Kane Company Wealth Management Inc
✚
|
IA | 0.3 |
|
Martin D Parlato & Associates Inc
✚
|
FL | 0.3 |