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Building 2TRAIL FINANCIAL PLANNING LLC

Map pinBELLINGHAM, WA
Phone(360) 399-6486
NotebookSEC #801-135022
Total AUM
$117.3M
Employees
4
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
214 N COMMERCIAL ST.
BELLINGHAM
WA 98225
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
(360) 399-6486
Other Offices
2

ReceiptFinancials

Total AUM
$117.3M
Accounts
606
Discretionary
$117.3M
Accounts
606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$45M
HNW Individual Clients
52
AUM
$72.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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