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Building 2917 ADVISORY SERVICES LLC

Map pinSPOKANE, WA
Phone509-328-5627
NotebookSEC #801-130529
Total AUM
$167.5M
Employees
4
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
917 S MONROE ST
SPOKANE
WA 99204
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
509-328-5627

ReceiptFinancials

Total AUM
$167.5M
Accounts
620
Discretionary
$167.5M
Accounts
620
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$40.5M
HNW Individual Clients
58
AUM
$110.1M
Pension/Profit Sharing Plan Clients
5
AUM
$17M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDMTORWA

HandshakeAffiliates

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

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