FORS FINANCIAL CONSULTING, PS
Legal name: FORS FINANCIAL
CRD #335705 SEC #801-132459 PORT ANGELES, WA 360-457-6116
SEC Registered
Total AUM
$107.3M
Discretionary
$107.3M
Employees
3
Clients
0
Accounts
420
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORS, JOSEPH, CARL | I | PRESIDENT/CCO | E | Control |
| FORS, JOSEPH, CARL | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Jun 4, 2025 REGISTERED
Notice Filings (1)
WA
Address
1001 E FRONT STPORT ANGELES, WA 98362
United States
Phone: 360-457-6116