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James Shawn Coleman

GRIFFITHS, DREHER & EVANS, P.S., CPAS·SPOKANE, Washington
Unclaimed Profile
408 N MULLAN RD, SPOKANE, WA 99206CRD# 5429369Firm CRD# 142448
01

About

James Shawn Coleman is a registered financial advisor based in SPOKANE, Washington, affiliated with GRIFFITHS, DREHER & EVANS, P.S., CPAS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GRIFFITHS, DREHER & EVANS, P.S., CPAS
GRIFFITHS, DREHER & EVANS, P.S., CPAS
AUM
$192M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at GRIFFITHS, DREHER & EVANS, P.S., CPAS →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5429369
Firm CRD# 142448
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Shawn Coleman offer?
James Shawn Coleman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are James Shawn Coleman's credentials?
James Shawn Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Shawn Coleman located?
James Shawn Coleman is based in SPOKANE, Washington, working with GRIFFITHS, DREHER & EVANS, P.S., CPAS. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does James Shawn Coleman charge for services?
James Shawn Coleman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIFFITHS, DREHER & EVANS, P.S., CPAS?
GRIFFITHS, DREHER & EVANS, P.S., CPAS has approximately 23 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPOKANE
David Kohl Martin — MB GENERATIONAL WEALTH, LLCElizabeth Jean Gabriel — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Kenneth Melvin Roberts — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Jeffrey William Trudeau — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Thomas Lee Mcdonald — RICHARDS, MERRILL & PETERSON, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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SEATTLE GuideBELLEVUE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
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