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Building 2FRG FAMILY WEALTH ADVISORS

Map pinBELLEVUE, WA
Phone425-453-4122
NotebookSEC #801-107191
Total AUM
$833.7M
Employees
4
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 8TH STREET, SUITE 1600
BELLEVUE
WA 98004
United States
Operating Hours
8A.M. - 5P.M.
Monday - Friday
Phone
425-453-4122

ReceiptFinancials

Total AUM
$833.7M
Accounts
684
Discretionary
$364.4M
Accounts
341
Non-Discretionary
$469.3M
Accounts
343

ContactClients

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Individual Clients
152
AUM
$36.3M
HNW Individual Clients
113
AUM
$724.1M
Charitable Organization Clients
11
AUM
$17.8M
Corporation or Business Clients
7
AUM
$55.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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