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Building 2ADVISOR SHARE WEALTH MANAGEMENT, LLC

Map pinVANCOUVER, WA
Phone866-232-3251
NotebookSEC #801-127122
Total AUM
$376.9M
Employees
47
Clients
2,523

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13215 SE MILL PLAIN BLVD
SUITE C8-321
VANCOUVER
WA 98684
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
866-232-3251
Other Offices
35

ReceiptFinancials

Total AUM
$376.9M
Accounts
2,531
Discretionary
$376.9M
Accounts
2,531
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,174
AUM
$154M
HNW Individual Clients
42
AUM
$115.5M
Pension/Profit Sharing Plan Clients
1
AUM
$5M
Investment Advisor Clients
305
AUM
$102.1M
Corporation or Business Clients
1
AUM
$400K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INVESTMENT PLATFORM FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDEFLGAIAIDILINKSKYMAMDMIMNMONENHNJNVNYOHOKPASCTNTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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