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Building 2SELKIRK WEALTH ADVISORS, LLC

Map pinSPOKANE, WA
Phone509-270-2886
NotebookSEC #801-123621
Total AUM
$184.4M
Employees
4
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
203 N WASHINGTON ST
SUITE 203
SPOKANE
WA 99201
United States
Operating Hours
8:00 AM TO 4:30 PM
MON-THUR 8-4:30; FRI 8-2
Phone
509-270-2886
Other Offices
1

ReceiptFinancials

Total AUM
$184.4M
Accounts
166
Discretionary
$184.4M
Accounts
166
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$33.8M
HNW Individual Clients
61
AUM
$144.5M
Charitable Organization Clients
1
AUM
$6.1M
Corporation or Business Clients
1
AUM
$69.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IDTXWA

HandshakeAffiliates

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

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