1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTH ASSET MANAGERS

Map pinSPOKANE, WA
Phone509-838-1313
NotebookSEC #801-41346
Total AUM
$272M
Employees
15
Clients
2,025

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9718 N MORTON CT
SPOKANE
WA 99218
United States
Operating Hours
7:00 A.M TO 3:00 P.M.
Monday - Friday
Phone
509-838-1313
Other Offices
1

ReceiptFinancials

Total AUM
$272M
Accounts
2,026
Discretionary
$247.7M
Accounts
1,896
Non-Discretionary
$24.3M
Accounts
130

ContactClients

View more in analytics →

Individual Clients
2,016
AUM
$266.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$293.3K
Corporation or Business Clients
7
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account