Adams Financial Concepts, LLC

Adams Financial Concepts, LLC (CRD# 134545) is a financial advisory firm headquartered in Seattle, WA. They manage $31,147,387 in 126 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $247,201
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Adams Financial Concepts, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael A. Prentice
CRD#: 6000077
1001 Fourth Avenue, Suite 2323, Seattle, WA 98154
90
Wealthminder
score

Michael Prentice (CRD# 6000077) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

2
Alexander M. Adams
CRD#: 1492147
1001 Fourth Avenue, Suite 2330, Seattle, WA 98154
63
Wealthminder
score

Alexander Adams (CRD# 1492147) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.