Overview
Assets Under Management: $238 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.78
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 292
Discretionary Accounts: 286
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 332062
Last Filing Date: 2025-02-20 00:00:00
Website: https://rainierfw.com