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Home > Retirement Planners > washington > lynnwood > WAYFINDING FINANCIAL, LLC
WAYFINDING FINANCIAL, LLC
19020 33rd Avenue W
Suite 390
Lynnwood, Washington 98036
Tel: 425-361-0707
About WAYFINDING FINANCIAL, LLC
WAYFINDING FINANCIAL, LLC, formally registered with the SEC as WAYFINDING FINANCIAL, LLC. The firm was established in 02/07/2020. They have over 1 offices throughout the country.
WAYFINDING FINANCIAL, LLC is a Lynnwood, Washington based Financial Planning firm with nearly $314,726,561 assets under management, offering retirement planning & investment advisory services to 900 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306208 |
| SEC# | 801-118057 |
| Assets Managed by Firm | $314,726,561 |
| No. of Clients | 900 |
| No. of Advisors | 5 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 900 | $314,726,561 |
| Individuals (other than high net worth individuals) | 265 | $82,482,170 |
| High net worth individuals | 86 | $231,572,285 |
| Charitable organizations | 1 | $372,102 |
| Corporations or other businesses | 2 | $300,004 |
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|---|---|---|---|
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