Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $338,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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.

AK, AZ, CA, CO, DC, FL, ID, IL, OR, PA, TX, WA

Financial Advisors at Appropriate Balance Financial Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Pennell
CRD#: 872802
11245 Se 6th Street, Suite 210, Suite 910, Bellevue, WA 98004
93
Wealthminder
score

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.

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