Overview

Fee-only financial planning and investment management. Top three staff have 44, 38, and 17 years experience.
Current average portfolio allocation: individual stocks - 55%, fixed income short-term bond funds - 40%; MM funds 5%.
Primary shareholder: 35+years membership in Seattle Estate Planning Council, CLU, ChFC, MSFS, 44 years in practice.

Present company started in 1994 in Seattle. Fee only in 2000.
Goal: continuity through purchase of shares by an acquiring firm (merge), or internal growth by adding additional staff).

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...