Overview
Assets Under Management: $1.2 billion
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 9
Average Client Assets: $56 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.11
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 3,742
Discretionary Accounts: 3,742
Regulatory Filings
CRD Number: 116073
Filing ID: 1944109
Last Filing Date: 2025-03-19 18:42:00
Website: https://financialplaninc.com