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Kevin M Byrne

BYRNE & COMPANY WEALTH MANAGEMENT, LLC·OLYMPIA, Washington
Clean recordBYRNE & COMPANY WEALTH MANAGEMENT, LLC
611 COLUMBIA STREET NW, #2D, OLYMPIA, WA 98501CRD# 3220588Firm CRD# 160581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin M Byrne · OLYMPIA, WA
Registration
CRD #3220588 · BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin M Byrne is a registered financial advisor based in OLYMPIA, Washington, affiliated with BYRNE & COMPANY 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
Introduction

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03

Firm Overview

Firm
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
AUM
$114M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BYRNE & COMPANY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3220588
Firm CRD# 160581
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin M Byrne offer?
Kevin M Byrne specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.
What are Kevin M Byrne's credentials?
Kevin M Byrne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin M Byrne located?
Kevin M Byrne is based in OLYMPIA, Washington, working with BYRNE & COMPANY WEALTH MANAGEMENT, LLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Kevin M Byrne charge for services?
Kevin M Byrne's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BYRNE & COMPANY WEALTH MANAGEMENT, LLC?
BYRNE & COMPANY WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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