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JARVIS FINANCIAL
33308 13th Place S.
Suite 3
Federal Way, Washington 98003-6390
Tel: 253-838-9703
About JARVIS FINANCIAL
JARVIS FINANCIAL, formally registered with the SEC as JARVIS FINANCIAL. The firm was established in 03/15/2017. They have over 1 offices throughout the country.
JARVIS FINANCIAL is a Federal Way, Washington based Financial Planning firm with nearly $172,391,457 assets under management, offering retirement planning & investment advisory services to 591 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165682 |
| SEC# | 801-110124 |
| Assets Managed by Firm | $172,391,457 |
| No. of Clients | 591 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
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 | 591 | $172,391,457 |
| Individuals (other than high net worth individuals) | 110 | $55,102,756 |
| High net worth individuals | 68 | $117,288,701 |
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