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Building 2STRONG RETIREMENT SOLUTIONS

Map pin
Phone360-566-2264
NotebookSEC #801-132696
Total AUM
$166.1M
Employees
8
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
360-566-2264
Other Offices
1

ReceiptFinancials

Total AUM
$166.1M
Accounts
944
Discretionary
$166.1M
Accounts
944
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
334
AUM
$77.9M
HNW Individual Clients
54
AUM
$78.7M
Pension/Profit Sharing Plan Clients
14
AUM
$8.9M
Charitable Organization Clients
1
AUM
$492.1K
Corporation or Business Clients
1
AUM
$158.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWA

HandshakeAffiliates

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

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