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Building 2ALLISON SPIELMAN ADVISORS, LLC

Map pinBELLEVUE, WA
Phone425-889-7848
NotebookSEC #801-60788
Total AUM
$49.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1380 112TH AVE. NE
SUITE 306
BELLEVUE
WA 98004
United States
Operating Hours
8:00 TO 5:30
Monday - Friday
Phone
425-889-7848

ReceiptFinancials

Total AUM
$49.4M
Accounts
118
Discretionary
$45M
Accounts
109
Non-Discretionary
$4.5M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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