THE PLANNER'S EDGE LLC - Financial Advisor in Washington, Mercer Island

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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