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Building 2FORS FINANCIAL

Map pinPORT ANGELES, WA
Phone360-457-6116
NotebookSEC #801-132459
Total AUM
$134.9M
Employees
3
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 E FRONT ST
PORT ANGELES
WA 98362
United States
Operating Hours
8-4
Monday - Friday
Phone
360-457-6116

ReceiptFinancials

Total AUM
$134.9M
Accounts
529
Discretionary
$134.9M
Accounts
529
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$58.5M
HNW Individual Clients
43
AUM
$76.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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