SURIENCE PRIVATE WEALTH LLC - Financial Advisor in Washington, Yakima

Tel: (509) 853-1597 402 E Yakima Ave Suite 120 Yakima, Washington 98901

About SURIENCE PRIVATE WEALTH LLC

SURIENCE PRIVATE WEALTH LLC is a Yakima, Washington based financial advisory firm with nearly $125,311,904 in assets under management and provides investment advisory services for 334 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

313055

Firm SEC#:

801-120656

Assets Under Management:

$125,311,904

No. of Clients:

334

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

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