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COMPREHENSIVE WEALTH MANAGEMENT

Tel: 425-778-6160
3500 188th St Sw
Suite 102
Lynnwood, Washington  98037-4757

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COMPREHENSIVE WEALTH MANAGEMENT

COMPREHENSIVE WEALTH MANAGEMENT is a Lynnwood, Washington based financial advisory firm with nearly $298,587,422 in assets under management and provides investment advisory services for 1633 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

116958

SEC#:

801-69045

No. of Clients:

1633

Assets under Management

$298,587,422

No. of Advisors:

13

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