Overview
Assets Under Management: $60 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 118
Average Client Assets: $0.4 million
Frequently Asked Questions
ADAMS FINANCIAL CONCEPTS, 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 #134545), ADAMS FINANCIAL CONCEPTS, LLC is subject to fiduciary duty under federal law.
ADAMS FINANCIAL CONCEPTS, LLC is headquartered in SEATTLE, WA.
ADAMS FINANCIAL CONCEPTS, LLC serves 118 high-net-worth clients according to their SEC filing dated August 13, 2024. View client details ↓
According to their SEC Form ADV, ADAMS FINANCIAL CONCEPTS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ADAMS FINANCIAL CONCEPTS, LLC manages $60 million in client assets according to their SEC filing dated August 13, 2024.
According to their SEC Form ADV, ADAMS FINANCIAL CONCEPTS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.20%
Average Client Assets: $0.4 million
Total Client Accounts: 170
Discretionary Accounts: 166
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 134545
Filing ID: 1895032
Last Filing Date: 2024-08-13 14:15:00