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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