Overview
Assets Under Management: $1.9 billion
Headquarters: OLYMPIA, WA
High-Net-Worth Clients: 6
Average Client Assets: $76 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.47
Average High-Net-Worth Client Assets: $76 million
Total Client Accounts: 6,242
Discretionary Accounts: 6,116
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 151088
Filing ID: 1948888
Last Filing Date: 2025-03-03 15:35:00
Website: https://kj-wm.com