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THE PLANNER'S EDGE LLC
Tel: 206-232-4500
2737 78th Avenue Se Suite 103
Mercer Island, Washington 98040
THE PLANNER'S EDGE LLC
THE PLANNER'S EDGE LLC is a Mercer Island, Washington based financial advisory firm with nearly $142,331,820 in assets under management and provides investment advisory services for 495 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 , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
114616
SEC#:
801-120913
No. of Clients:
495
Assets under Management
$142,331,820
No. of Advisors:
2
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