Overview
Assets Under Management: $343 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 2
Average Client Assets: $79 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.08
Average High-Net-Worth Client Assets: $79 million
Total Client Accounts: 2,013
Discretionary Accounts: 2,013
Regulatory Filings
CRD Number: 312760
Filing ID: 2009273
Last Filing Date: 2025-08-12 18:07:00
Website: https://jmkfa.com