Juniper Investment & Retirement Planning, LLC

Juniper Investment & Retirement Planning, LLC (CRD# 167642) is a financial advisory firm headquartered in Federal Way, WA. They manage $1,821,073 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $107,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 Juniper Investment & Retirement Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew T. Fagan
CRD#: 2739616
33915 1st Way S., Suite 108, Federal Way, WA 98003
96
Wealthminder
score

Andrew Fagan (CRD# 2739616) is an Investment Advisor Representative working at Juniper Investment & Retirement Planning, LLC in Federal Way, WA and has over 21 years of experience in the finance industry.

2
Julie A. Price
CRD#: 5171358
31919 Sixth Ave South, Federal Way, WA 98003
93
Wealthminder
score

Julie Price (CRD# 5171358) is an Investment Advisor Representative working at Juniper Investment & Retirement Planning, LLC in Federal Way, WA and has over 11 years of experience in the finance industry.

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