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FINANCIAL FREEDOM FOR DENTISTS LLC
34627 Se Swenson Dr.
Suite 100
Snoqualmie, Washington 98065
Tel: 425-888-1911
About FINANCIAL FREEDOM FOR DENTISTS LLC
FINANCIAL FREEDOM FOR DENTISTS LLC, formally registered with the SEC as FINANCIAL FREEDOM FOR DENTISTS LLC. The firm was established in 10/22/2021. They have over 1 offices throughout the country.
FINANCIAL FREEDOM FOR DENTISTS LLC is a Snoqualmie, Washington based Financial Planning firm with nearly $129,705,000 assets under management, offering retirement planning & investment advisory services to 538 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301981 |
| SEC# | 801-122541 |
| Assets Managed by Firm | $129,705,000 |
| No. of Clients | 538 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 538 | $129,705,000 |
| Individuals (other than high net worth individuals) | 69 | $10,605,000 |
| High net worth individuals | 52 | $80,100,000 |
| Pension and profit sharing plans | 22 | $39,000,000 |
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