OLYMPIC WEALTH MANAGEMENT LLC
Tel: (425) 485-4700 19125 North Creek Parkway #120 Bothell, Washington 98011
About OLYMPIC WEALTH MANAGEMENT LLC
OLYMPIC WEALTH MANAGEMENT LLC is a Bothell, Washington based financial advisory firm with nearly $209,397,830 in assets under management and provides investment advisory services for 335 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
154934
Firm SEC#:
801-117962
Assets Under Management:
$209,397,830
No. of Clients:
335
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (RETIREMENT PLANNING)
Fee Structure:
A percentage of AUM
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