Kerwin-beley & Associates, Inc.

Kerwin-beley & Associates, Inc. (CRD# 110492) is a financial advisory firm headquartered in Seattle, WA. They manage $55,195,769 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $569,029
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.

CA, WA

Financial Advisors at Kerwin-beley & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James F. Beley
CRD#: 17210
16300 Mill Creek Blvd, Suite 206, Mill Creek, WA 98012
87
Wealthminder
score

James Beley (CRD# 17210) is an Investment Advisor Representative working at Kerwin-beley & Associates, Inc. in Mill Creek, WA and has 1 year of experience in the finance industry.

2
Charles C. Kerwin
CRD#: 2191114
200 W Mercer Street Suite 407, Seattle, WA 98119
87
Wealthminder
score

Charles Kerwin (CRD# 2191114) is an Investment Advisor Representative working at Kerwin-beley & Associates, Inc. in Seattle, WA and has 1 year of experience in the finance industry.

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