Be advised. This firm is no longer registered.

Kerwin-beley & Associates, Inc.

Kerwin-beley & Associates, Inc. (CRD# 110492) is a financial advisory firm headquartered in Seattle, WA. They manage $57,325,811 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 W Mercer Street Suite 407, Seattle, WA 98119
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $535,755
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
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Kerwin-beley & Associates, Inc.
No Advisor Found.

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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