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Building 2PRIVATE ADVISORY GROUP

Map pinREDMOND, WA
Phone425-498-2320
NotebookSEC #801-58201
Total AUM
$193M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16880 NE 79TH STREET
REDMOND
WA 98052
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
425-498-2320

ReceiptFinancials

Total AUM
$193M
Accounts
358
Discretionary
$189M
Accounts
324
Non-Discretionary
$4M
Accounts
34

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX RETURN PREPARATION AND FILING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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