Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > bainbridge island > HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT
249 Winslow Way East
Suite 100
Bainbridge Island, Washington 98110
Tel: 206-397-4890
About HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT, formally registered with the SEC as HIDDEN COVE WEALTH MANAGEMENT. The firm was established in 03/25/2022. They have over 1 offices throughout the country.
HIDDEN COVE WEALTH MANAGEMENT is a Bainbridge Island, Washington based Financial Planning firm with nearly $252,904,408 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318677 |
| SEC# | 801-123527 |
| Assets Managed by Firm | $252,904,408 |
| No. of Clients | 839 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 839 | $252,904,408 |
| Individuals (other than high net worth individuals) | 513 | $59,541,242 |
| High net worth individuals | 215 | $109,593,070 |
| Pension and profit sharing plans | 96 | $77,794,196 |
| Corporations or other businesses | 15 | $5,975,900 |
More Retirement Planning firms in Bainbridge Island, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Bainbridge Island, Washington