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Building 2JMK & ASSOCIATES, LLC

Map pinSPOKANE, WA
Phone509-703-7771
NotebookSEC #801-120424
Total AUM
$268.4M
Employees
4
Clients
1,455

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 EAST MAIN STREET
SPOKANE
WA 99202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
509-703-7771

ReceiptFinancials

Total AUM
$268.4M
Accounts
1,459
Discretionary
$268.4M
Accounts
1,459
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,119
AUM
$121.8M
HNW Individual Clients
334
AUM
$144.8M
Pension/Profit Sharing Plan Clients
1
AUM
$677.3K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGAIDILNHORTXUTWA

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

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