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 independent registered investment adviser formed before 2020 and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines AUM-based fees with hourly charges. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state or pension consultant.
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 4Callie 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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