FINANCIAL FORUM, INC.
CRD #307740 SEC #801-118241 SPOKANE, WA 509 458 5373
SEC Registered
Total AUM
$276M
Discretionary
$276M
Employees
4
Clients
1
Accounts
1,987
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $276M | $276M | $0 | 4 | 0 |
| Mar 2025 | $276M | $276M | $0 | 4 | 0 |
| Feb 2024 | $216.4M | $216.4M | $0 | 4 | 0 |
| Mar 2023 | $190.3M | $190.3M | $0 | 4 | 0 |
| Oct 2022 | $222.8M | $222.8M | $0 | 5 | 0 |
| Mar 2022 | $222.8M | $222.8M | $0 | 5 | 0 |
| Sep 2021 | $182.5M | $182.5M | $0 | 5 | 0 |
| Aug 2021 | $182.5M | $182.5M | $0 | 5 | 0 |
| May 2021 | $182.5M | $182.5M | $0 | 5 | 0 |
| Mar 2021 | $182.5M | $182.5M | $0 | 5 | 0 |
| Mar 2021 | $182.5M | $182.5M | $0 | 5 | 0 |
| Aug 2020 | $125.4M | $125.4M | $0 | 5 | 336 |
| Jul 2020 | $125.4M | $125.4M | $0 | 5 | 336 |
| Jun 2020 | $0 | $0 | $0 | 6 | 0 |
| May 2020 | $0 | $0 | $0 | 6 | 0 |
| May 2020 | $0 | $0 | $0 | 6 | 0 |
| Feb 2020 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees5
Clients336
DateJul 2020
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees5
Clients336
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0