Adams Financial Concepts, LLC

Adams Financial Concepts, LLC (CRD# 134545) is a financial advisory firm headquartered in Seattle, WA. They manage $60,426,492 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1001 Fourth Avenue, Suite 4330, Seattle, WA 98154
http://www.adamsfinancialconcepts.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $355,450
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
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
Alexander Adams, financial advisor Seattle WA
Alexander M. Adams
CRD#: 1492147
1001 Fourth Avenue, Suite 2330, Seattle, WA 98154

Alexander Adams (CRD# 1492147) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 37 years of experience in the finance industry.

2
Albert Souza, financial advisor Seattle WA
Albert D. Souza
CRD#: 5571527
1001 Fourth Avenue, Suite 4330, Seattle, WA 98154

Albert Souza (CRD# 5571527) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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