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Home > Retirement Planners > washington > spokane > SELKIRK WEALTH ADVISORS, LLC
SELKIRK WEALTH ADVISORS, LLC
203 N Washington St
Suite 203
Spokane, Washington 99201
Tel: 509-270-2886
About SELKIRK WEALTH ADVISORS, LLC
SELKIRK WEALTH ADVISORS, LLC, formally registered with the SEC as SELKIRK WEALTH ADVISORS, LLC. The firm was established in 04/11/2022. They have over 2 offices throughout the country.
SELKIRK WEALTH ADVISORS, LLC is a Spokane, Washington based Financial Planning firm with nearly $184,625,695 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173605 |
| SEC# | 801-123621 |
| Assets Managed by Firm | $184,625,695 |
| No. of Clients | 570 |
| 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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 570 | $184,625,695 |
| Individuals (other than high net worth individuals) | 147 | $62,264,066 |
| High net worth individuals | 54 | $116,743,994 |
| Charitable organizations | Fewer than 5 clients | $5,617,635 |
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