Promenade Wealth

Promenade Wealth (CRD# 306891) is a financial advisory firm headquartered in , . They manage $55,313,530 in 143 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.promenadewealth.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $386,808
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
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Promenade Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Anita Gray, financial advisor North Bend WA
Anita L. Gray
CRD#: 5073393
North Bend, WA

Anita Gray (CRD# 5073393) is an Investment Advisor Representative working at Promenade Wealth in North Bend, WA and has over 18 years 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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