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Building 2BARING FINANCIAL LLC

Map pinBELLINGHAM, WA
Phone360-671-7257
NotebookSEC #801-122840
Total AUM
$210.3M
Employees
3
Clients
483

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1310 10TH ST
SUITE 101
BELLINGHAM
WA 98225
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
360-671-7257

ReceiptFinancials

Total AUM
$210.3M
Accounts
1,014
Discretionary
$210.3M
Accounts
1,014
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
429
AUM
$87.1M
HNW Individual Clients
54
AUM
$123.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIILNETXUTWA

HandshakeAffiliates

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

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