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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Forum Inc
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| CRD # | 307740 |
| SEC # | 801-118241 |
| CIK # | 0001911832, 0001761442 |
| AUM | $276.0 M (2025-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 509-458-5373 |
| Address | 501 N Riverpoint Blvd, Ste 104 Spokane, WA 99202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Amgen Inc | 0.1 | |
| Palantir Technologies Inc | 0.1 | |
| Apple Inc | 0.1 | |
| Microsoft Corp | 0.0 | |
| Facebook Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Nvidia Corp | 0.0 | |
| J P Morgan Chase & Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 128.3 |
| (b) Individuals (high net worth individuals) | 76 | 147.4 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,987 | 276.0 |
| By Discretionary | ||
| Discretionary | 1,987 | 276.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,987 | 276.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.0 | |
| Total | 1,987 | 276.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001761442] | |
| 13F-HR | [0001911832] |
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