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Building 2CONLON DART WEALTH MANAGEMENT

Map pinSEATTLE, WA
Phone206-728-0222
NotebookSEC #801-63575
Total AUM
$485M
Employees
9
Clients
316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
720 OLIVE WAY
SUITE 1000
SEATTLE
WA 98101
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
206-728-0222

ReceiptFinancials

Total AUM
$485M
Accounts
316
Discretionary
$485M
Accounts
316
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$34.9M
HNW Individual Clients
224
AUM
$442M
Corporation or Business Clients
2
AUM
$8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNYWA

HandshakeAffiliates

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

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