Frg Family Wealth Advisors

Frg Family Wealth Advisors (CRD# 282542) is a financial advisory firm headquartered in Bellevue, WA. They manage $666,509,004 in 610 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004
http://www.frgwealth.com/
By the Numbers
  • Total Assets Under Management
    667
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $1,092,638
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WA

Financial Advisors at Frg Family Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Johnson, financial advisor Bellevue WA
Benjamin D. Johnson
CRD#: 4736820
10900 Ne 8th Street, Suite 1600, Bellevue, WA 98004

Benjamin Johnson (CRD# 4736820) is an Investment Advisor Representative working at Frg Family Wealth Advisors in Bellevue, WA and has over 14 years of experience in the finance industry.

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

Douglas McCallum (CRD# 324917) is an Investment Advisor Representative working at Frg Family Wealth Advisors in Bellevue, WA and has over 34 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

Jimmy Wu (CRD# 2669926) 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.

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.

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