On Course Financial Planning
On Course Financial Planning (CRD# 132172) is a financial advisory firm headquartered in , . They manage $68,000,000 in 134 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
On Course Financial Planning
By the Numbers
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Total Assets Under Management68MILLION
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Total Number of Accounts134ACCOUNTS
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Average Account Value$507,463
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at On Course Financial Planning
1
George Sisti (CRD# 4835803) is an Investment Advisor Representative working at On Course Financial Planning in Woodinville, WA and has over 19 years of experience in the finance industry.
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