Hidden Cove Wealth Management, a local investment advisory firm based out of Bainbridge Island, WA, is dedicated to providing comprehensive wealth management solutions to its clients. With 8 employees, including a team of 6 experienced investment advisors, the firm offers personalized guidance and expertise in managing assets. On average, each investment advisor oversees approximately $55,370,000 in assets under management, aligning with the industry standard.
Hidden Cove Wealth Management caters to a diverse client base, serving over 200 individuals with a combined total of over $109,800,000 in assets under management. While ind...
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Assets Under Mgmt
$109.8M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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