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Mark Thomas Boyer

KILEY JUERGENS WEALTH MANAGEMENT, LLC·OLYMPIA, Washington
Unclaimed Profile
2409 PACIFIC AVE SE, OLYMPIA, WA 98501CRD# 5516829Firm CRD# 151088
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About

Mark Thomas Boyer is a registered financial advisor based in OLYMPIA, Washington, affiliated with KILEY JUERGENS 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
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at KILEY JUERGENS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5516829
Firm CRD# 151088
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Thomas Boyer offer?
Mark Thomas Boyer specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.
What are Mark Thomas Boyer's credentials?
Mark Thomas Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Thomas Boyer located?
Mark Thomas Boyer is based in OLYMPIA, Washington, working with KILEY JUERGENS WEALTH MANAGEMENT, LLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Mark Thomas Boyer charge for services?
Mark Thomas Boyer'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 KILEY JUERGENS WEALTH MANAGEMENT, LLC?
KILEY JUERGENS WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OLYMPIA
Kevin Lee Slater — SOUNDVIEW ADVISORS, INC.Kevin M Rigg — SOUNDVIEW ADVISORS, INC.Martin Edwin Juergens — KILEY JUERGENS WEALTH MANAGEMENT, LLCJohn Francis Kiley — KILEY JUERGENS WEALTH MANAGEMENT, LLCCheryl Lynn Karboski — FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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