Overview
Assets Under Management: $1.1 billion
Headquarters: FEDERAL WAY, WA
High-Net-Worth Clients: 6
Average Client Assets: $116 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.00
Average High-Net-Worth Client Assets: $116 million
Total Client Accounts: 3,139
Discretionary Accounts: 1,633
Non-Discretionary Accounts: 1,506
Regulatory Filings
CRD Number: 284921
Filing ID: 1938346
Last Filing Date: 2025-03-11 14:18:00
Website: https://180wealth.com