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Building 2ADAMS FINANCIAL CONCEPTS, LLC

Map pinSEATTLE, WA
Phone206-903-1019
NotebookSEC #801-68228
Total AUM
$22.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 FOURTH AVENUE
SUITE 2330
SEATTLE
WA 98154
USA
Operating Hours
6:30 AM - 3:30 PM
Monday - Friday
Phone
206-903-1019

ReceiptFinancials

Total AUM
$22.8M
Accounts
181
Discretionary
$18.9M
Accounts
118
Non-Discretionary
$3.9M
Accounts
63

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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