Mwboone And Associates, LLC

Mwboone And Associates, LLC (CRD# 116682) is a financial advisory firm headquartered in Bellevue, WA. They manage $141,730,206 in 374 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $378,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, LA, TX, WA

Financial Advisors at Mwboone And Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael W. Boone
CRD#: 1391875
777 108th Avenue Ne, Suite 2230, Bellevue, WA 98004
93
Wealthminder
score

Michael Boone (CRD# 1391875) is an Investment Advisor Representative working at Mwboone And Associates, LLC in Bellevue, WA and has over 32 years of experience in the finance industry.

2
Shawn M. Nelson
CRD#: 2773883
777 108th Ave Ne, Suite 2230, Bellevue, WA 98004
93
Wealthminder
score

Shawn Nelson (CRD# 2773883) is an Investment Advisor Representative working at Mwboone And Associates, LLC in Bellevue, WA and has over 18 years of experience in the finance industry.

3
Sterling T. Monroe
CRD#: 5921078
777 108th Avenue Ne, Suite 2230, Bellevue, WA 98004
89
Wealthminder
score

Sterling Monroe (CRD# 5921078) is an Investment Advisor Representative working at Mwboone And Associates, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

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