Overview
Assets Under Management: $172 million
Headquarters: FEDERAL WAY, WA
High-Net-Worth Clients: 68
Average Client Assets: $2 million
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 High-Net-Worth Client Assets: $2 million
Total Client Accounts: 591
Discretionary Accounts: 586
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 165682
Last Filing Date: 2024-03-28 00:00:00
Website: https://jarvisfinancial.com