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Building 2MB GEN WEALTH

Map pinSPOKANE, WA
Phone509-703-5715
NotebookSEC #801-128683
Total AUM
$404.4M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 S. POST STREET
SUITE 2250
SPOKANE
WA 99201-6021
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
509-703-5715
Other Offices
1

ReceiptFinancials

Total AUM
$404.4M
Accounts
398
Discretionary
$278.4M
Accounts
356
Non-Discretionary
$126M
Accounts
42

ContactClients

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Individual Clients
48
AUM
$12.3M
HNW Individual Clients
72
AUM
$385.1M
Charitable Organization Clients
2
AUM
$5.2M
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
HIIDLATXWA

HandshakeAffiliates

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

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