Overview
Assets Under Management: $4.1 billion
Headquarters: OLYMPIA, WA
High-Net-Worth Clients: 2,961
Average Client Assets: $887,659
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2,961
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.51
Average High-Net-Worth Client Assets: $887,659
Total Client Accounts: 18,288
Discretionary Accounts: 18,288
Regulatory Filings
CRD Number: 151298
Filing ID: 2012491
Last Filing Date: 2025-08-27 17:19:00
Website: https://fa-im.net