Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 31
Average Client Assets: $2.1 million
Frequently Asked Questions
603 FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324422), 603 FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
603 FINANCIAL ADVISORS, LLC serves 31 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, 603 FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
603 FINANCIAL ADVISORS, LLC manages $107 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, 603 FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.50%
Average Client Assets: $2.1 million
Total Client Accounts: 364
Discretionary Accounts: 364
Regulatory Filings
CRD Number: 324422
Filing ID: 2049145
Last Filing Date: 2026-02-06 10:56:07