PORT ANGELES, WACRD 335705Latest ADV March 3, 2026
Fors Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Port Angeles, WA. Its latest Form ADV filing, dated March 3, 2026, reports $135M in regulatory assets under management, 3 employees, and 529 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
197
2
HNWI
17.9%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of March 3, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts529
10Y AUM Change+$135M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee80:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.