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Building 2BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Map pinOLYMPIA, WA
Phone360-338-0645
NotebookSEC #801-123593
Total AUM
$142.9M
Employees
2
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
611 COLUMBIA STREET NW, #2D
OLYMPIA
WA 98501
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
360-338-0645

ReceiptFinancials

Total AUM
$142.9M
Accounts
438
Discretionary
$135.8M
Accounts
431
Non-Discretionary
$7.1M
Accounts
7

ContactClients

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Individual Clients
85
AUM
$42.1M
HNW Individual Clients
51
AUM
$92.8M
Corporation or Business Clients
1
AUM
$8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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

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