Olympic Wealth Management Llc
Bothell, Washington
5.0
1 Review
Olympic Wealth Management LLC, a small investment advisory firm based out of Bothell, WA, is dedicated to providing expert financial guidance to its clients. With a team of two employees, one of whom specializes in investment advisory services, they offer personalized solutions tailored to meet their clients' unique financial goals. With an average of $29,370,000 in assets under management per investment advisor, Olympic Wealth Management LLC boasts a solid track record of effectively managing their clients' assets. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees...
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Assets Under Mgmt

$155.13M

Investment Professionals

1

Locations

0

% 401K & Individual

31%

% Discretionary

77%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: RETIREMENT PLANNING
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