The Boyle Group Wealth Management

The Boyle Group Wealth Management (CRD# 277103) is a financial advisory firm headquartered in Seattle, WA. They manage $5,131,842 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $205,274
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
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.

AK, WA

Financial Advisors at The Boyle Group Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Sandra W. Larson
CRD#: 852829
1420 5th Avenue, Suite 2200, Seattle, WA 98101
96
Wealthminder
score

Sandra Larson (CRD# 852829) is an Investment Advisor Representative working at The Boyle Group Wealth Management in Seattle, WA and has over 34 years of experience in the finance industry. Sandra Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy R. Boyle
CRD#: 4826178
1420 5th Avenue, Suite 2200, Seattle, WA 98101
93
Wealthminder
score

Timothy Boyle (CRD# 4826178) is an Investment Advisor Representative working at The Boyle Group Wealth Management in Seattle, WA and has over 13 years of experience in the finance industry.

3
Sarah E. Rutkas
CRD#: 5113491
1420 5th Avenue, Suite 2200, Seattle, WA 98101
93
Wealthminder
score

Sarah Rutkas (CRD# 5113491) is an Investment Advisor Representative working at The Boyle Group Wealth Management in Seattle, WA and has over 11 years of experience in the finance industry.

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