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Building 2MILLENNIAL WEALTH

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Phone(206) 207-8426
NotebookSEC #801-129376
Total AUM
$278.7M
Employees
6
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(206) 207-8426
Other Offices
3

ReceiptFinancials

Total AUM
$278.7M
Accounts
229
Discretionary
$278.7M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$52.8M
HNW Individual Clients
102
AUM
$225.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORPATXWA

HandshakeAffiliates

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

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