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Home > Retirement Planners > washington > seattle > LESA SROUFE & COMPANY, INC.
LESA SROUFE & COMPANY, INC.
801 Second Ave
Seattle, Washington 98104
Tel: 206-838-8383
About LESA SROUFE & COMPANY, INC.
LESA SROUFE & COMPANY, INC, formally registered with the SEC as LESA SROUFE & COMPANY, INC. The firm was established in 01/03/2005. They have over 1 offices throughout the country.
LESA SROUFE & COMPANY, INC. is a Seattle, Washington based Financial Planning firm with nearly $172,777,960 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130232 |
| SEC# | 801-63880 |
| Assets Managed by Firm | $172,777,960 |
| No. of Clients | 243 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 243 | $172,777,960 |
| Individuals (other than high net worth individuals) | 141 | $87,481,517 |
| High net worth individuals | 99 | $82,852,322 |
| Charitable organizations | 1 | $400,733 |
| Corporations or other businesses | 1 | $749,717 |
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