Mavada Personal Wealth Management, Inc.
Mavada Personal Wealth Management, Inc. (CRD# 130750) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $9,038,478 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mavada Personal Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$821,680
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Mavada Personal Wealth Management, Inc.
No Advisor Found.
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