Overview
Assets Under Management: $185 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 23
Average Client Assets: $2 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: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,429
Discretionary Accounts: 1,429
Regulatory Filings
CRD Number: 307997
Filing ID: 2008664
Last Filing Date: 2025-08-08 15:56:00
Website: https://advisorsharewm.com