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Building 2STRATEGIC WEALTH MANAGEMENT INC

Map pinKIRKLAND, WA
Phone425-250-7600
NotebookSEC #801-34623
Total AUM
$622.8M
Employees
6
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 CENTRAL WAY
SUITE 206
KIRKLAND
WA 98033-6162
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
425-250-7600

ReceiptFinancials

Total AUM
$622.8M
Accounts
77
Discretionary
$535.6M
Accounts
76
Non-Discretionary
$87.2M
Accounts
1

ContactClients

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Individual Clients
3
AUM
$1.1M
HNW Individual Clients
7
AUM
$12.1M
Pension/Profit Sharing Plan Clients
1
AUM
$9.6M
Other Clients
4
AUM
$599.9M
Description of Other Clients
NATIVE AMERICAN TRIBES TRIBAL ENTERPRISES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
COMPREHENISVE FINANCIAL CONSULTING AND ADVISORY SERVICES TO NATIVE AMERICAN TRIBES OR TRIBAL ENTITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Dismissed Civil Action (Settlement)
State Registrations
WA

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

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