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Building 2MANGAN WEALTH MANAGEMENT

Map pinSEATTLE, WA
Phone206-441-1980
NotebookSEC #801-121660
Total AUM
$120M
Employees
5
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10740 MERIDIAN AVE. N.
SUITE 209
SEATTLE
WA 98133
United States
Operating Hours
9-5
Monday - Friday
Phone
206-441-1980

ReceiptFinancials

Total AUM
$120M
Accounts
145
Discretionary
$120M
Accounts
145
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$40M
HNW Individual Clients
50
AUM
$80M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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