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Building 2MONEY ON THE MIND

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Phone(206) 590-5014
NotebookSEC #801-131312
Total AUM
$1.7M
Employees
1
Clients
8

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) 590-5014

ReceiptFinancials

Total AUM
$1.7M
Accounts
3
Discretionary
$1.7M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$217.4K
HNW Individual Clients
1
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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

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