Unleashed Financial LLC

Unleashed Financial LLC (CRD# 182522) is a financial advisory firm headquartered in , . They manage $6,222,549 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $163,751
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Unleashed Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason D. Preti
CRD#: 5372695
Kirkland, WA

Jason Preti (CRD# 5372695) is an Investment Advisor Representative working at Unleashed Financial LLC in Kirkland, WA and has over 16 years of experience in the finance industry.

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