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Building 2KILEY JUERGENS WEALTH MANAGEMENT, LLC

Map pinOLYMPIA, WA
Phone360-350-4747
NotebookSEC #801-70467
Total AUM
$2.2B
Employees
26
Clients
3,070

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2409 PACIFIC AVE SE
OLYMPIA
WA 98501
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
360-350-4747

ReceiptFinancials

Total AUM
$2.2B
Accounts
6,799
Discretionary
$1.9B
Accounts
6,674
Non-Discretionary
$290M
Accounts
125

ContactClients

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Individual Clients
2,319
AUM
$509M
HNW Individual Clients
618
AUM
$1.2B
Pension/Profit Sharing Plan Clients
77
AUM
$288M
Charitable Organization Clients
56
AUM
$172.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDLAMIMNMTNEORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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