Overview
Assets Under Management: $456 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,631
Discretionary Accounts: 1,631
Regulatory Filings
CRD Number: 300689
Last Filing Date: 2025-02-04 00:00:00
Website: https://b3wealthstrategies.com