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Building 2JARVIS FINANCIAL

Map pinFEDERAL WAY, WA
Phone253-838-9703
NotebookSEC #801-110124
Total AUM
$172.4M
Employees
4
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33308 13TH PLACE S.
SUITE 3
FEDERAL WAY
WA 98003-6390
United States
Operating Hours
9AM TO 4PM
TUESDAY - THURSDAY
Phone
253-838-9703

ReceiptFinancials

Total AUM
$172.4M
Accounts
591
Discretionary
$172M
Accounts
586
Non-Discretionary
$388.4K
Accounts
5

ContactClients

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Individual Clients
110
AUM
$55.1M
HNW Individual Clients
68
AUM
$117.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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