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Building 2SOUTH COVE FINANCIAL, LLC

Map pin
Phone206-914-4132
NotebookSEC #801-131362
Total AUM
$145M
Employees
3
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
206-914-4132
Other Offices
2

ReceiptFinancials

Total AUM
$145M
Accounts
378
Discretionary
$145M
Accounts
378
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
225
AUM
$117M
HNW Individual Clients
12
AUM
$28M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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