Joslin Capital Advisors LLC
Joslin Capital Advisors LLC (CRD# 288285) is a financial advisory firm headquartered in Redmond, WA. They manage $450,338,244 in 600 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management450MILLION
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Total Number of Accounts600ACCOUNTS
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Average Account Value$750,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, IL, OR, TX, WA
Christopher Bentley (CRD# 5906066) is an Investment Advisor Representative working at Joslin Capital Advisors LLC in Redmond, WA and has over 12 years of experience in the finance industry.
Kathryn Betz (CRD# 6561871) is an Investment Advisor Representative working at Joslin Capital Advisors LLC in Redmond, WA and has over 8 years of experience in the finance industry.
Chad Bushon (CRD# 2839515) is an Investment Advisor Representative working at Joslin Capital Advisors LLC in Redmond, WA and has over 26 years of experience in the finance industry.
Michael Joslin (CRD# 1582395) is an Investment Advisor Representative working at Joslin Capital Advisors LLC in Redmond, WA and has over 37 years of experience in the finance industry.
David Monsees (CRD# 7266543) is an Investment Advisor Representative working at Joslin Capital Advisors LLC in Redmond, WA and has over 2 years of experience in the finance industry.