Frg Family Wealth Advisors
Frg Family Wealth Advisors (CRD# 282542) is a financial advisory firm headquartered in Bellevue, WA. They manage $507,753,768 in 489 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management508MILLION
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Total Number of Accounts489ACCOUNTS
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Average Account Value$1,038,351
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses

WA
Benjamin Johnson (CRD# 4736820) is an Investment Advisor Representative working at Frg Family Wealth Advisors in Bellevue, WA and has over 8 years of experience in the finance industry. Benjamin Johnson 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas McCallum (CRD# 324917) is an Investment Advisor Representative working at Frg Family Wealth Advisors in Bellevue, WA and has over 28 years of experience in the finance industry.
Jimmy Wu (CRD# 2669926) is an Investment Advisor Representative working at Frg Family Wealth Advisors in Bellevue, WA and has over 22 years of experience in the finance industry.
Kevin Penner (CRD# 6670953) is an Investment Advisor Representative working at Frg Family Wealth Advisors in Bellevue, WA and has 1 year of experience in the finance industry.