Overview
Assets Under Management: $172 million
Headquarters: FEDERAL WAY, WA
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
JARVIS FINANCIAL SERVICES, INC. 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 SERVICES, INC. is subject to fiduciary duty under federal law.
JARVIS FINANCIAL SERVICES, INC. is headquartered in FEDERAL WAY, WA.
JARVIS FINANCIAL SERVICES, INC. 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 SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JARVIS FINANCIAL SERVICES, INC. manages $172 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, JARVIS FINANCIAL SERVICES, INC. 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 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