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GOLDFINCH PARTNERS
1301 Second Avenue
Suite 1700
Seattle, Washington 98101
Tel: 206-360-4002
About GOLDFINCH PARTNERS
GOLDFINCH PARTNERS, formally registered with the SEC as GOLDFINCH PARTNERS. The firm was established in 10/17/2019. They have over 2 offices throughout the country.
GOLDFINCH PARTNERS is a Seattle, Washington based Financial Planning firm with nearly $1,982,518,649 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300919 |
| SEC# | 801-117498 |
| Assets Managed by Firm | $1,982,518,649 |
| No. of Clients | 8 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $1,982,518,649 |
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