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EXECUTIVE WEALTH GROUP, LLC

Tel: 425-448-4988
3435 Carillon Point
Kirkland, Washington  98033

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EXECUTIVE WEALTH GROUP, LLC

EXECUTIVE WEALTH GROUP, LLC is a Kirkland, Washington based financial advisory firm with nearly $394,451,722 in assets under management and provides investment advisory services for 220 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

283103

SEC#:

801-108940

No. of Clients:

220

Assets under Management

$394,451,722

No. of Advisors:

2

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