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FINANCIAL FORUM, INC.

SPOKANE, WA · CRD 307740 · IAPD ↗ · financialforum.io · 509 458 5373

$285.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — FINANCIAL FORUM, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — FINANCIAL FORUM, INC. reported RAUM up 28% ($216.4M -> $276.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.