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Building 2VIEWPOINT ADVISORY, LLC

Map pinBOTHELL, WA
Phone206-771-4295
NotebookSEC #801-117378
Total AUM
$27.4M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22722 29TH DRIVE SE, SUITE 100
BOTHELL
WA 98021
United States
Operating Hours
8:00AM TO 5:00PM BY APPOINTMENT ONLY
Monday - Friday
Phone
206-771-4295

ReceiptFinancials

Total AUM
$27.4M
Accounts
79
Discretionary
$27.4M
Accounts
79
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$11M
HNW Individual Clients
11
AUM
$16.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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