Appropriate Balance Financial Services Inc.
Appropriate Balance Financial Services Inc. (CRD# 105458) is a financial advisory firm headquartered in Bellevue, WA. They manage $306,600,000 in 905 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management307MILLION
Total Number of Accounts905ACCOUNTS
Average Account Value$338,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, DC, FL, ID, IL, OR, PA, TX, WA
Robert Pennell (CRD# 872802) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 36 years of experience in the finance industry.