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Bruce Martin Yates

APPROPRIATE BALANCE FINANCIAL SERVICES INC·BELLEVUE, Washington
Clean recordAPPROPRIATE BALANCE FINANCIAL SERVICES INC
11245 SE 6TH STREET, SUITE 210, BELLEVUE, WA 98004CRD# 874023Firm CRD# 105458

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Martin Yates · BELLEVUE, WA
Registration
CRD #874023 · APPROPRIATE BALANCE FINANCIAL SERVICES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bruce Martin Yates is a registered financial advisor based in BELLEVUE, Washington, affiliated with APPROPRIATE BALANCE FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
APPROPRIATE BALANCE FINANCIAL SERVICES INC
APPROPRIATE BALANCE FINANCIAL SERVICES INC
AUM
$311M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at APPROPRIATE BALANCE FINANCIAL SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 874023
Firm CRD# 105458
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Martin Yates offer?
Bruce Martin Yates specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Bruce Martin Yates's credentials?
Bruce Martin Yates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Martin Yates located?
Bruce Martin Yates is based in BELLEVUE, Washington, working with APPROPRIATE BALANCE FINANCIAL SERVICES INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Bruce Martin Yates charge for services?
Bruce Martin Yates's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPROPRIATE BALANCE FINANCIAL SERVICES INC?
APPROPRIATE BALANCE FINANCIAL SERVICES INC has approximately 13 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APPROPRIATE BALANCE FINANCIAL SERVICES INC

Robert Maynard Pennell
BELLEVUE, WA

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