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Building 2MADRONA FINANCIAL & CPAS

Map pinEVERETT, WA
Phone425-212-3777
NotebookSEC #801-63693
Total AUM
$691.8M
Employees
18
Clients
691

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2911 BOND STREET, SUITE 200
EVERETT
WA 98201
United States
Operating Hours
8-5
Monday - Friday
Phone
425-212-3777
Other Offices
5

ReceiptFinancials

Total AUM
$691.8M
Accounts
1,813
Discretionary
$691.8M
Accounts
1,813
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
408
AUM
$169.7M
HNW Individual Clients
281
AUM
$505.8M
Charitable Organization Clients
1
AUM
$16.1M
Corporation or Business Clients
1
AUM
$187K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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