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Peter Wesson Cline

AUXANO ADVISORS, LLC·BELLEVUE, Washington
Unclaimed Profile
10900 NE 4TH STREET, BELLEVUE, WA 98004CRD# 1690570Firm CRD# 145179
01

About

Peter Wesson Cline is a registered financial advisor based in BELLEVUE, Washington, affiliated with AUXANO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AUXANO ADVISORS, LLC
AUXANO ADVISORS
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at AUXANO ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1690570
Firm CRD# 145179
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Wesson Cline offer?
Peter Wesson Cline specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.
What are Peter Wesson Cline's credentials?
Peter Wesson Cline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Wesson Cline located?
Peter Wesson Cline is based in BELLEVUE, Washington, working with AUXANO ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Peter Wesson Cline charge for services?
Peter Wesson Cline's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUXANO ADVISORS, LLC?
AUXANO ADVISORS, LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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