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Building 2WOOD TARVER FINANCIAL

Map pinBOISE, ID
Phone208-343-2001
NotebookSEC #801-114226
Total AUM
$489M
Employees
5
Clients
581

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3232 E BARBER VALLEY DRIVE
BOISE
ID 83716
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
208-343-2001

ReceiptFinancials

Total AUM
$489M
Accounts
1,537
Discretionary
$489M
Accounts
1,537
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
427
AUM
$122.7M
HNW Individual Clients
148
AUM
$339.2M
Pension/Profit Sharing Plan Clients
5
AUM
$26.9M
Corporation or Business Clients
1
AUM
$190.4K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDORTXUTWA

HandshakeAffiliates

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

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