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Building 2FINANCIAL FREEDOM FOR DENTISTS LLC

Map pinSNOQUALMIE, WA
Phone425-888-1911
NotebookSEC #801-122541
Total AUM
$165.6M
Employees
3
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
34627 SE SWENSON DR.
SUITE 100
SNOQUALMIE
WA 98065
United States
Operating Hours
8-5
Monday - Friday
Phone
425-888-1911

ReceiptFinancials

Total AUM
$165.6M
Accounts
468
Discretionary
$165.6M
Accounts
468
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$11.5M
HNW Individual Clients
57
AUM
$92.3M
Pension/Profit Sharing Plan Clients
24
AUM
$61.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IDMTORWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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