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).

Current Firm Details
11431 Willows Road, Suite 120, Redmond, WA 98052
https://www.joslincapital.com/
By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $750,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IL, OR, TX, WA

Financial Advisors at Joslin Capital Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Bentley, financial advisor Redmond WA
Christopher L. Bentley
CRD#: 5906066
11431 Willows Road, Suite 120, Redmond, WA 98052

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.

2
Michael Joslin, financial advisor Redmond WA
Michael D. Joslin
CRD#: 1582395
11431 Willows Road, Suite 120, Redmond, WA 98052

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.

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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