JARVIS FINANCIAL
Tel: 253-838-9703 33308 13th Place S. Suite 3 Federal Way, Washington 98003-6390
About JARVIS FINANCIAL
JARVIS FINANCIAL is a Federal Way, Washington based financial advisory firm with nearly $172,391,457 in assets under management and provides investment advisory services for 591 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
165682
Firm SEC#:
801-110124
Assets Under Management:
$172,391,457
No. of Clients:
591
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
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