WAYFINDING FINANCIAL, LLC
Tel: 425-361-0707 19020 33rd Avenue W Suite 390 Lynnwood, Washington 98036
About WAYFINDING FINANCIAL, LLC
WAYFINDING FINANCIAL, LLC is a Lynnwood, Washington based financial advisory firm with nearly $314,726,561 in assets under management and provides investment advisory services for 900 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
306208
Firm SEC#:
801-118057
Assets Under Management:
$314,726,561
No. of Clients:
900
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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