Overview
Assets Under Management: $172 million
Headquarters: FEDERAL WAY, WA
High-Net-Worth Clients: 68
Average Client Assets: $1.7 million
Frequently Asked Questions
JARVIS FINANCIAL 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 #165682), JARVIS FINANCIAL is subject to fiduciary duty under federal law.
JARVIS FINANCIAL is headquartered in FEDERAL WAY, WA.
JARVIS FINANCIAL serves 68 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, JARVIS FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JARVIS FINANCIAL manages $172 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, JARVIS FINANCIAL 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.04%
Average Client Assets: $1.7 million
Total Client Accounts: 591
Discretionary Accounts: 586
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 165682
Filing ID: 1845620
Last Filing Date: 2024-03-28 13:25:00