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Teresa L. Lamar

FILAMENT, LLC·SEATTLE, Washington
Unclaimed Profile
701 PIKE STREET, SEATTLE, WA 98101CRD# 3004489Firm CRD# 138419
01

About

Teresa L. Lamar is a registered financial advisor based in SEATTLE, Washington, affiliated with FILAMENT, 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
FILAMENT, LLC
FILAMENT, LLC
AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at FILAMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3004489
Firm CRD# 138419
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Teresa L. Lamar offer?
Teresa L. Lamar specializes in Financial Planning, Investment Management. Contact their office in SEATTLE, Washington for a consultation.
What are Teresa L. Lamar's credentials?
Teresa L. Lamar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teresa L. Lamar located?
Teresa L. Lamar is based in SEATTLE, Washington, working with FILAMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Teresa L. Lamar charge for services?
Teresa L. Lamar'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 FILAMENT, LLC?
FILAMENT, LLC has approximately 15 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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