FORS FINANCIAL CONSULTING, PS
DBA: FORS FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $134.9M |
| Discretionary | $134.9M100% of AUM |
| Client Accounts | 529 |
| Avg Account Size | $255K |
| Employees | 3 |
| Peak AUM | $134.9MMar 2026 |
| AUM CAGR | +25.7% /yrover 1 yrs · 3 filings |
AUM by Client Type
Total AUM
$135M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $135M | — | — | — | — |
| Discretionary AUM | $135M | — | — | ||
Key Metrics
| Total AUM | $134.9M |
| Discretionary | $134.9M |
| Employees | 3 |
| Client Accounts | 529 |
| Client Range | 1-10 |
Contact & Location
Address
1001 E FRONT ST
PORT ANGELES WA 98362
Phone
360-457-6116
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$135M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported