Two Firs Financial

Two Firs Financial (CRD# 298206) is a financial advisory firm headquartered in Seattle, WA. They manage $9,440,659 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 18345, Seattle, WA 98118
https://www.napfa.org/member/103226/27055
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $121,034
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Two Firs Financial
Showing 1 - 2 of 2 top financial advisors.
1
Kristopher Kohtz, financial advisor Seattle WA
Kristopher N. Kohtz
CRD#: 6004271
Seattle, WA

Kristopher Kohtz (CRD# 6004271) is an Investment Advisor Representative working at Two Firs Financial in Seattle, WA and has over 10 years of experience in the finance industry.

2
Celeste Yu, financial advisor Seattle WA
Celeste L. Yu
CRD#: 6405886
Seattle, WA

Celeste Yu (CRD# 6405886) is an Investment Advisor Representative working at Two Firs Financial in Seattle, WA and has over 9 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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