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Home > Retirement Planners > washington > olympia > BYRNE & COMPANY WEALTH MANAGEMENT, LLC
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
611 Columbia Street Nw, #2d
Olympia, Washington 98501
Tel: 360-338-0645
About BYRNE & COMPANY WEALTH MANAGEMENT, LLC
BYRNE & COMPANY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BYRNE & COMPANY WEALTH MANAGEMENT, LLC. The firm was established in 04/01/2022. They have over 1 offices throughout the country.
BYRNE & COMPANY WEALTH MANAGEMENT, LLC is a Olympia, Washington based Financial Planning firm with nearly $124,698,837 assets under management, offering retirement planning & investment advisory services to 427 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160581 |
| SEC# | 801-123593 |
| Assets Managed by Firm | $124,698,837 |
| No. of Clients | 427 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 427 | $124,698,837 |
| Individuals (other than high net worth individuals) | 96 | $47,260,744 |
| High net worth individuals | 43 | $77,438,093 |
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