F
CRD: 335705
Fors Financial
Port Angeles, WA, 98362
3604576116
$134.9M Total AUM
$134.9M Disc. AUM
-- 3Y CAGR
3 Employees
240 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2025
- Office Locations
- 1
Office Locations
1001 E Front ST Port Angeles WA
About Fors Financial
Fors Financial is a Port Angeles-based RIA. The firm has been operating for 1 years. Managing $134.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$67.5M AVG AUM / ADVISOR
$562.2K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Delta signal Foundation
Client Personas
Radial
Investment Themes
Pioneer delta Ridge pioneer
Investment Vehicles
Peak ridge Prime
Services
Pioneer wave Vital Harbor Momentum crest Signal optima Frontier catalyst Vital
Owner & Executives
J
JOSEPH CARL FORS
Chief Compliance Officer, President
- CRD
- #6590585
- Ownership
- 75% or more
(650) 264-3551
vector.value@timbercapital.com
in linkedin.com/in/zenith-wave
Showing 1 of 1 owners & executives
Unlock allContacts
CASI JEAN FORS
--
- CRD
- #4511451
(498) 753-1793
ember.capital@valuecapital.com
in linkedin.com/in/bridge-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,918,643 | $255,045 |
| Non-Discretionary | $0 | -- |
| Total | $134,918,643 | $255,045 |
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Separately Managed Accounts
Total SMA Asset: $134,918,643
Public Funds:
44.7% Cash:
26.9% Equity - Exchange:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,737,966,628 | 44.7% |
| Cash | $1,647,680,141 | 26.9% |
| Equity - Exchange | $1,739,558,215 | 28.4% |
| Total | $6,125,204,984 | 100.0% |