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Building 2MANGAN WEALTH MANAGEMENT

Map pinSEATTLE, WA
Phone206-441-1980
NotebookSEC #801-125876
Total AUM
$222M
Employees
6
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2611 NE 113TH ST
SUITE 300
SEATTLE
WA 98125
United States
Operating Hours
9-5
Monday - Friday
Phone
206-441-1980

ReceiptFinancials

Total AUM
$222M
Accounts
173
Discretionary
$222M
Accounts
173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$87M
HNW Individual Clients
73
AUM
$135M

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

None reported

HandshakeAffiliates

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

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