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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 03-16-2020
- Office Locations
- 1
Office Locations
About Financial Forum, Inc.
Financial Forum, Inc. is a Spokane, WA wealth management firm with more than three decades of experience. The team delivers planning-led advice combining investment management, risk management/insurance, and retirement plan support, using curated technology tools and actionable economic information to help clients pursue life and retirement goals. Clients can meet in person at their Spokane office or work remotely by phone or video.
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Owner & Executives
JEFFREY Landon COMSTOCK
Chief Compliance Officer, PARTNER, WEALTH ADVISOR
- CRD
- #4538817
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LANDY Lynn COMSTOCK
Investment Advisor
- CRD
- #3268899
Callie Catherine Johnson
--
- CRD
- #8067991
Atlas beacon
Pioneer frontier
- CRD
- #37865
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,773,471 | $168,499 |
| Non-Discretionary | $0 | -- |
| Total | $285,773,471 | $168,499 |
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Separately Managed Accounts
Total SMA Asset: $285,773,471
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $697,015,502 | 35.5% |
| Cash | $726,466,861 | 37.0% |
| Equity - Exchange | $539,941,586 | 27.5% |
| Total | $1,963,423,949 | 100.0% |