MARSJEWETT FINANCIAL GROUP

11235 Se 6th Street
Suite 110
Bellevue, Washington 98004
Tel: 425-289-5000

About MARSJEWETT FINANCIAL GROUP

MARSJEWETT FINANCIAL GROUP, formally registered with the SEC as MARSJEWETT FINANCIAL GROUP. The firm was established in 07/06/2018. They have over 1 offices throughout the country.

MARSJEWETT FINANCIAL GROUP is a Bellevue, Washington based Financial Planning firm with nearly $643,113,832 assets under management, offering retirement planning & investment advisory services to 1828 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297388
SEC#	801-113548
Assets Managed by Firm	$643,113,832
No. of Clients	1828
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1828	$643,113,832
Individuals (other than high net worth individuals)	438	$208,798,178
High net worth individuals	198	$434,315,654

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