THE PLANNER'S EDGE LLC
Tel: 206-232-4500 2737 78th Avenue Se Suite 103 Mercer Island, Washington 98040
About THE PLANNER'S EDGE LLC
THE PLANNER'S EDGE LLC is a Mercer Island, Washington based financial advisory firm with nearly $142,331,820 in assets under management and provides investment advisory services for 495 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
114616
Firm SEC#:
801-120913
Assets Under Management:
$142,331,820
No. of Clients:
495
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters
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