Byrne & Company Wealth Management, LLC

Byrne & Company Wealth Management, LLC (CRD# 160581) is a financial advisory firm headquartered in Olympia, WA. They manage $54,842,150 in 460 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $119,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Byrne & Company Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin M. Byrne
CRD#: 3220588
611 Columbia St Nw, #2d, Olympia, WA 98501
103
Wealthminder
score
Kevin Byrne (CRD# 3220588) is an Investment Advisor Representative working at Byrne & Company Wealth Management, LLC in Olympia, WA and has over 16 years of experience in the finance industry. Kevin Byrne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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