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).

Current Firm Details
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
http://www.financialresourcesgroup.com/
By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $1,038,351
Compensation Options
  • A percentage of assets under your management
  • 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 Frg Family Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin Johnson, financial advisor Bellevue WA
Benjamin D. Johnson
CRD#: 4736820
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
96
Wealthminder
score

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.

2
Douglas McCallum, financial advisor Bellevue WA
Douglas W. McCallum
CRD#: 324917
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
93
Wealthminder
score

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.

3
Jimmy Wu, financial advisor Bellevue WA
Jimmy S. Wu
CRD#: 2669926
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
93
Wealthminder
score

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.

4
Kevin Penner, financial advisor Bellevue WA
Kevin L. Penner
CRD#: 6670953
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
88
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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