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Building 2COMMENCEMENT FINANCIAL PLANNING LLC

Map pin
Phone253-820-6432
NotebookSEC #801-135751
Total AUM
$121.7M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
253-820-6432

ReceiptFinancials

Total AUM
$121.7M
Accounts
206
Discretionary
$0
Accounts
0
Non-Discretionary
$121.7M
Accounts
206

ContactClients

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Individual Clients
8
AUM
$3.3M
HNW Individual Clients
38
AUM
$118.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
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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