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Building 2AVANTIA INVESTMENT SERVICES, LLC

Map pinSEATTLE, WA
Phone425-589-0904
NotebookSEC #801-132118
Total AUM
$119.1M
Employees
3
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 UNIVERSITY STREET
3RD FLOOR
SEATTLE
WA 98101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-589-0904

ReceiptFinancials

Total AUM
$119.1M
Accounts
198
Discretionary
$119.1M
Accounts
198
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$6.1M
HNW Individual Clients
16
AUM
$111.8M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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