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Home > Retirement Planners > washington > bellevue > MARSJEWETT FINANCIAL GROUP
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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