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Building 2CONWAY JARVIS LLC

Map pinSEATTLE, WA
Phone206-324-9765
NotebookSEC #801-46303
Total AUM
$443M
Employees
3
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3147 FAIRVIEW AVE E. SUITE #300
SEATTLE
WA 98102
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
206-324-9765

ReceiptFinancials

Total AUM
$443M
Accounts
251
Discretionary
$443M
Accounts
251
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
251
AUM
$443M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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