Mainsail Financial Group

Mainsail Financial Group (CRD# 317970) is a financial advisory firm headquartered in Bellevue, WA. They manage $191,575,878 in 698 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
11245 Se 6th Street, Suite 140, Bellevue, WA 98004
https://www.linkedin.com/company/mainsailfg/
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $274,464
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, NH, TX, WA

Financial Advisors at Mainsail Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Samantha Kennedy, financial advisor Bellevue WA
Samantha X. Kennedy
CRD#: 6546883
11245 Se 6th Street, Suite 140, Bellevue, WA 98004

Samantha Kennedy (CRD# 6546883) is an Investment Advisor Representative working at Mainsail Financial Group in Bellevue, WA and has over 8 years of experience in the finance industry.

2
Adam Laibson, financial advisor Bellevue WA
Adam M. Laibson
CRD#: 4569804
11245 Se 6th Street, Suite 140, Bellevue, WA 98004

Adam Laibson (CRD# 4569804) is an Investment Advisor Representative working at Mainsail Financial Group in Bellevue, WA and has over 21 years of experience in the finance industry.

3
Brandon Steele, financial advisor Bellevue WA
Brandon L. Steele
CRD#: 5981274
11245 Se 6th Street, Suite 140, Bellevue, WA 98004

Brandon Steele (CRD# 5981274) is an Investment Advisor Representative working at Mainsail Financial Group in Bellevue, WA and has over 12 years of experience in the finance industry.

4
Eddy Su, financial advisor Bellevue WA
Eddy Q. Su
CRD#: 7787169
11245 Se 6th Street, Suite 140, Bellevue, WA 98004

Eddy Su (CRD# 7787169) is an Investment Advisor Representative working at Mainsail Financial Group in Bellevue, WA and has 1 year 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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