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SHAREBUILDER 401K
801 Second Ave
Suite 1400
Seattle, Washington 98104
Tel: 425-213-9035
About SHAREBUILDER 401K
SHAREBUILDER 401K, formally registered with the SEC as SHAREBUILDER 401K. The firm was established in 05/03/2019. They have over 1 offices throughout the country.
SHAREBUILDER 401K is a Seattle, Washington based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 36 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300537 |
| SEC# | 801-115195 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 36 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM |
|---|
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