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Building 2FIGURE 8 INVESTMENT STRATEGIES LLC

Map pinBOISE, ID
Phone(208) 385-0078
NotebookSEC #801-120489
Total AUM
$233.4M
Employees
7
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1410 W WASHINGTON ST
BOISE
ID 83702
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(208) 385-0078
Other Offices
1

ReceiptFinancials

Total AUM
$233.4M
Accounts
391
Discretionary
$233.4M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$58.2M
HNW Individual Clients
71
AUM
$159.2M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
12
AUM
$15.2M
Corporation or Business Clients
1
AUM
$751.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDMTNYORPATXWA

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

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