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Building 2RAINIER FAMILY WEALTH, INC.

Map pinTACOMA, WA
Phone253-448-2107
NotebookSEC #801-130876
Total AUM
$331.5M
Employees
5
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1102 BROADWAY SUITE 312
TACOMA
WA 98402
United States
Operating Hours
BY APPT. ONLY
BY APPT. ONLY
Phone
253-448-2107

ReceiptFinancials

Total AUM
$331.5M
Accounts
446
Discretionary
$327.4M
Accounts
441
Non-Discretionary
$4M
Accounts
5

ContactClients

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Individual Clients
34
AUM
$12.4M
HNW Individual Clients
71
AUM
$290.4M
Pension/Profit Sharing Plan Clients
2
AUM
$6.3M
Corporation or Business Clients
6
AUM
$22.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNETXWA

HandshakeAffiliates

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

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