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Building 2RETIREMENT ASSET MANAGEMENT, LLC

Map pinBELLEVUE, WA
Phone425-467-1011
NotebookSEC #801-67053
Total AUM
$16.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10655 NE 4TH STREET
SUITE 508
BELLEVUE
WA 98004
United States
Operating Hours
7:00 AM TO 4:00 PM
MONDAY-FRIDAY 7-4
Phone
425-467-1011

ReceiptFinancials

Total AUM
$16.1M
Accounts
75
Discretionary
$15.1M
Accounts
72
Non-Discretionary
$1M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COMM. FR. SALES OF VARIOUS TYPES OF INS.POLICIES (NON-VAR. ANN.)

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILORTXWA

HandshakeAffiliates

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

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