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PREVAIL WEALTH MANAGEMENT

Tel: 425-448-1818
520 Kirkland Way
Ste 201
Kirkland, Washington  98033

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PREVAIL WEALTH MANAGEMENT

PREVAIL WEALTH MANAGEMENT is a Kirkland, Washington based financial advisory firm with nearly $180,839,000 in assets under management and provides investment advisory services for 695 clients. There are currently 6 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, Hourly charges, Fixed fees

Firm CRD#:

164532

SEC#:

801-122532

No. of Clients:

695

Assets under Management

$180,839,000

No. of Advisors:

6

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