Executive Wealth Group, LLC
Executive Wealth Group, LLC (CRD# 283103) is a financial advisory firm headquartered in Kirkland, WA. They manage $394,451,722 in 220 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Executive Wealth Group, LLC
By the Numbers
-
Total Assets Under Management394MILLION
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$1,792,962
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WA
Financial Advisors at Executive Wealth Group, LLC
1
Samuel Maxwell (CRD# 2136258) is an Investment Advisor Representative working at Executive Wealth Group, LLC in Kirkland, WA and has over 32 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.