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Andrew Gregory Shoals

INATAI INVESTMENT MANAGEMENT CO. LLC·SEATTLE, Washington
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1301 5TH AVE, SEATTLE, WA 98101CRD# 7868820Firm CRD# 329696
01

About

Andrew Gregory Shoals is a registered financial advisor based in SEATTLE, Washington, affiliated with INATAI INVESTMENT MANAGEMENT CO. LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INATAI INVESTMENT MANAGEMENT CO. LLC
INATAI INVESTMENT MANAGEMENT CO. LLC
AUM
$2.2B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INATAI INVESTMENT MANAGEMENT CO. LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7868820
Firm CRD# 329696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Gregory Shoals offer?
Andrew Gregory Shoals specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Andrew Gregory Shoals's credentials?
Andrew Gregory Shoals is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Gregory Shoals located?
Andrew Gregory Shoals is based in SEATTLE, Washington, working with INATAI INVESTMENT MANAGEMENT CO. LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Andrew Gregory Shoals charge for services?
Andrew Gregory Shoals's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INATAI INVESTMENT MANAGEMENT CO. LLC?
INATAI INVESTMENT MANAGEMENT CO. LLC has approximately 9 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INATAI INVESTMENT MANAGEMENT CO. LLC

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David (nmn) Nierenberg
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Peng (nmn) Wang
SEATTLE, WA
Cara Chiemi Nakamura
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Marisa Nicole Grant
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