Surience Private Wealth LLC

Surience Private Wealth LLC (CRD# 313055) is a financial advisory firm headquartered in Yakima, WA. They manage $111,359,455 in 341 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
402 E Yakima Ave, Suite 120, Yakima, WA 98901
http://www.surience.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $326,567
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Surience Private Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Armand Doucette, financial advisor Yakima WA
Armand A. Doucette
CRD#: 1915462
402 E Yakima Ave, Suite 120, Yakima, WA 98901

Armand Doucette (CRD# 1915462) is an Investment Advisor Representative working at Surience Private Wealth LLC in Yakima, WA and has over 35 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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