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Building 2SURIENCE PRIVATE WEALTH LLC

Map pinYAKIMA, WA
Phone(509) 853-1597
NotebookSEC #801-120656
Total AUM
$124M
Employees
3
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
402 E YAKIMA AVE
SUITE 120
YAKIMA
WA 98901
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
(509) 853-1597

ReceiptFinancials

Total AUM
$124M
Accounts
318
Discretionary
$123M
Accounts
307
Non-Discretionary
$987.3K
Accounts
11

ContactClients

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Individual Clients
88
AUM
$36.2M
HNW Individual Clients
60
AUM
$86.8M
Pension/Profit Sharing Plan Clients
1
AUM
$17.2K
Charitable Organization Clients
1
AUM
$590.2K
Corporation or Business Clients
1
AUM
$439.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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