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Building 2THE MUTUAL FUND STORE

Map pinFEDERAL WAY, WA
Phone253-529-3322
NotebookSEC #801-68325
Total AUM
$80.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32225 PACIFIC HIGHWAY SOUTH
SUITE 103
FEDERAL WAY
WA 98003
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
253-529-3322

ReceiptFinancials

Total AUM
$80.4M
Accounts
953
Discretionary
$80.4M
Accounts
953
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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