Unclaimed Profile

Patricia Louise Renzi

MILLIMAN, INC.·SEATTLE, Washington

Clean recordMILLIMAN, INC.

1301 FIFTH AVE STE 3800, SEATTLE, WA 98101-2605CRD# 6472777Firm CRD# 112245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Louise Renzi · SEATTLE, WA

Registration

CRD #6472777 · MILLIMAN, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patricia Louise Renzi is a registered financial advisor based in SEATTLE, Washington, affiliated with MILLIMAN, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MILLIMAN ADVISORS, LLC

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MILLIMAN ADVISORS, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6472777

Firm CRD# 112245

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Frequently Asked Questions

What services does Patricia Louise Renzi offer?

Patricia Louise Renzi specializes in Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Patricia Louise Renzi's credentials?

Patricia Louise Renzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Louise Renzi located?

Patricia Louise Renzi is based in SEATTLE, Washington, working with MILLIMAN, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Patricia Louise Renzi charge for services?

Patricia Louise Renzi'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 MILLIMAN, INC.?

MILLIMAN, INC. has approximately 2 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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