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Building 2BHJ WEALTH ADVISORS

Map pinGIG HARBOR, WA
Phone253-534-8888
NotebookSEC #801-118204
Total AUM
$152.1M
Employees
3
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7191 WAGNER WAY
SUITE 301
GIG HARBOR
WA 98335
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
253-534-8888

ReceiptFinancials

Total AUM
$152.1M
Accounts
29
Discretionary
$152.1M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$15.6M
HNW Individual Clients
55
AUM
$130.5M
Charitable Organization Clients
2
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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