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Building 2FELLOWSHIP FINANCIAL PLANNING

Map pinSPOKANE, WA
Phone5094739483
NotebookSEC #801-129755
Total AUM
$465.3M
Employees
12
Clients
1,130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
502 W RIVERSIDE AVE, SUITE 201
SPOKANE
WA 99201
United States
Operating Hours
8-5
Monday - Friday
Phone
5094739483
Other Offices
1

ReceiptFinancials

Total AUM
$465.3M
Accounts
2,474
Discretionary
$465.3M
Accounts
2,474
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,005
AUM
$242.3M
HNW Individual Clients
125
AUM
$223.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDMTORTXWA

HandshakeAffiliates

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

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