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Home > Retirement Planners > washington > bellevue > FRG FAMILY WEALTH ADVISORS
FRG FAMILY WEALTH ADVISORS
10900 Ne 8th Street, Suite 1600
Bellevue, Washington 98004
Tel: 425-453-4122
About FRG FAMILY WEALTH ADVISORS
FRG FAMILY WEALTH ADVISORS, formally registered with the SEC as FRG FAMILY WEALTH ADVISORS. The firm was established in 01/27/2016. They have over 1 offices throughout the country.
FRG FAMILY WEALTH ADVISORS is a Bellevue, Washington based Financial Planning firm with nearly $666,509,004 assets under management, offering retirement planning & investment advisory services to 610 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282542 |
| SEC# | 801-107191 |
| Assets Managed by Firm | $666,509,004 |
| No. of Clients | 610 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (NEGOTIATED FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 610 | $666,509,004 |
| Individuals (other than high net worth individuals) | 74 | $25,266,782 |
| High net worth individuals | 109 | $573,496,393 |
| Pension and profit sharing plans | 1 | $23,102,070 |
| Charitable organizations | 10 | $12,106,164 |
| Corporations or other businesses | 8 | $32,537,595 |
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