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Building 2THE PLANNER'S EDGE LLC

Map pinMERCER ISLAND, WA
Phone206-232-4500
NotebookSEC #801-120913
Total AUM
$178.7M
Employees
3
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2737 78TH AVENUE SE
SUITE 103
MERCER ISLAND
WA 98040
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
206-232-4500
Other Offices
2

ReceiptFinancials

Total AUM
$178.7M
Accounts
683
Discretionary
$178.7M
Accounts
683
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
168
AUM
$70.6M
HNW Individual Clients
45
AUM
$108.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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