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TUMWATER WEALTH MANAGEMENT, LLC

Tel: (208) 314-2114
101 S. Capitol Blvd. Ste. 1603
Boise, Idaho  83702

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TUMWATER WEALTH MANAGEMENT, LLC

TUMWATER WEALTH MANAGEMENT, LLC is a Boise, Idaho based financial advisory firm with nearly $305,308,483 in assets under management and provides investment advisory services for 698 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

300443

SEC#:

801-118103

No. of Clients:

698

Assets under Management

$305,308,483

No. of Advisors:

4

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