Kiley Juergens Wealth Management, Llc
Olympia, Washington
4.0
3 Reviews
Kiley Juergens Wealth Management, LLC, based out of Olympia, WA, is a prominent local investment advisory firm with a solid reputation. With over 2,600 individual clients and an impressive $1,276,045,000 in assets under management, they have established themselves as a trusted partner for individuals seeking financial guidance. Despite 401K and individual accounts comprising less than 30% of their assets under management, Kiley Juergens Wealth Management, LLC possesses the expertise to manage employer funds, offering a comprehensive range of services to meet diverse investment needs. Notably, 86% of the assets they manage are di...
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Assets Under Mgmt

$1.28B

Investment Professionals

5

Locations

0

% 401K & Individual

19%

% Discretionary

86%
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
Pension consulting services
Selection of other advisers
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