FINANCIAL FREEDOM FOR DENTISTS LLC - Financial Advisor in Washington, Snoqualmie

Tel: 425-888-1911 34627 Se Swenson Dr. Suite 100 Snoqualmie, Washington 98065

About FINANCIAL FREEDOM FOR DENTISTS LLC

FINANCIAL FREEDOM FOR DENTISTS LLC is a Snoqualmie, Washington based financial advisory firm with nearly $129,705,000 in assets under management and provides investment advisory services for 538 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

301981

Firm SEC#:

801-122541

Assets Under Management:

$129,705,000

No. of Clients:

538

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Washington, Snoqualmie

FirmCRD#:297315

SEC#:801-130847

No. of Advisors:1

No. of Clients:68

AUM:$838,200,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

COHALO

297315

801-130847

$838,200,000

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