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Building 2WAYFINDING FINANCIAL, LLC

Map pinLYNNWOOD, WA
Phone425-361-0707
NotebookSEC #801-118057
Total AUM
$353.5M
Employees
5
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19020 33RD AVENUE W
SUITE 390
LYNNWOOD
WA 98036
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
425-361-0707

ReceiptFinancials

Total AUM
$353.5M
Accounts
925
Discretionary
$353.5M
Accounts
925
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
266
AUM
$82.1M
HNW Individual Clients
95
AUM
$270.6M
Charitable Organization Clients
1
AUM
$595K
Corporation or Business Clients
2
AUM
$161.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNEORTXWA

HandshakeAffiliates

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

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