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Financial Forum, Inc.

● SEC registered since 2020CRD 307740SEC# 801-118241Spokane, WA
Export (members)
Reg. AUM
$276M
Employees
4
Accounts
1,987
Location
Spokane, WA

Financial Forum, Inc. assets under management

Financial Forum, Inc. is an SEC-registered investment adviser based in Spokane, WA. The firm has been registered since 2020. It reports $276 million in regulatory assets under management and employs 4 people.
www.financialforum.ioView on SEC.gov ↗

Financial Forum, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Landon Comstock ControlPartner, Wealth Advisor, Cco25-50%2020
Landy Lynn Comstock ControlWealth Advisor / Partner50-75%2020

Frequently asked questions

How much does Financial Forum, Inc. manage?

Financial Forum, Inc. reports $276 million in regulatory assets under management on its Form ADV.

How many employees does Financial Forum, Inc. have?

Financial Forum, Inc. reports 4 employees.

Where is Financial Forum, Inc. located?

Financial Forum, Inc. is based in Spokane, WA and has been SEC-registered since 2020.

Does Financial Forum, Inc. disclose fund performance?

Financial Forum, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202
Phone509 458 5373
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$276M
Non-discretionary$0
Total (RAUM)$276M