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Amy Marie Mutal

PREVAIL WEALTH MANAGEMENT LLC·KIRKLAND, Washington
Unclaimed Profile
520 KIRKLAND WAY, KIRKLAND, WA 98033CRD# 4853983Firm CRD# 164532
01

About

Amy Marie Mutal is a registered financial advisor based in KIRKLAND, Washington, affiliated with PREVAIL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PREVAIL WEALTH MANAGEMENT LLC
PREVAIL WEALTH MANAGEMENT
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PREVAIL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4853983
Firm CRD# 164532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Marie Mutal offer?
Amy Marie Mutal specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.
What are Amy Marie Mutal's credentials?
Amy Marie Mutal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Marie Mutal located?
Amy Marie Mutal is based in KIRKLAND, Washington, working with PREVAIL WEALTH MANAGEMENT LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does Amy Marie Mutal charge for services?
Amy Marie Mutal'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 PREVAIL WEALTH MANAGEMENT LLC?
PREVAIL WEALTH MANAGEMENT LLC has approximately 6 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
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