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Building 2WAKLEY & ROBERTON INC

Map pinMOUNTLAKE TERRACE, WA
Phone425-582-5839
NotebookSEC #801-13697
Total AUM
$109.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6100 219TH ST SW
SUITE 480
MOUNTLAKE TERRACE
WA 98043-2222
United States
Operating Hours
9:30AM - 4:30PM
MONDAY-THURSDAY
Phone
425-582-5839

ReceiptFinancials

Total AUM
$109.6M
Accounts
51
Discretionary
$109.6M
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
SPECIFIC CONSULTATION AND ADMIN. SERVICES REGARDING INVESTMENT AND FINANCIAL CONCERNS OF THE CLIENT.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

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

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