Overview
Assets Under Management: $464 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 160
Average Client Assets: $2.5 million
Frequently Asked Questions
CONLON DART WEALTH MANAGEMENT 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 #132879), CONLON DART WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CONLON DART WEALTH MANAGEMENT is headquartered in SEATTLE, WA.
CONLON DART WEALTH MANAGEMENT serves 160 high-net-worth clients according to their SEC filing dated February 12, 2018. View client details ↓
According to their SEC Form ADV, CONLON DART WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CONLON DART WEALTH MANAGEMENT manages $464 million in client assets according to their SEC filing dated February 12, 2018.
According to their SEC Form ADV, CONLON DART WEALTH MANAGEMENT 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: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.43%
Average Client Assets: $2.5 million
Total Client Accounts: 269
Discretionary Accounts: 269
Regulatory Filings
CRD Number: 132879
Filing ID: 1175563
Last Filing Date: 2018-02-12 12:06:00