Overview
Assets Under Management: $362 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 6
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.27
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 2,058
Discretionary Accounts: 2,058
Regulatory Filings
CRD Number: 330347
Filing ID: 1983270
Last Filing Date: 2025-04-25 12:15:00
Website: https://fellowshipfp.com