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Jeffrey William Trudeau

KEN ROBERTS INVESTMENT MANAGEMENT, INC.·SPOKANE, Washington
Clean recordKEN ROBERTS INVESTMENT MANAGEMENT, INC.
717 W SPRAGUE AVENUE, SPOKANE, WA 99201CRD# 2079385Firm CRD# 104573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey William Trudeau · SPOKANE, WA
Registration
CRD #2079385 · KEN ROBERTS INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Jeffrey William Trudeau is a registered financial advisor based in SPOKANE, Washington, affiliated with KEN ROBERTS INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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Firm Overview

Firm
PALOUSE CAPITAL MANAGEMENT, INC.
PALOUSE CAPITAL MANAGEMENT, INC.
AUM
$288M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PALOUSE CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2079385
Firm CRD# 104573
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey William Trudeau offer?
Jeffrey William Trudeau specializes in Investment Management, Wealth Management. Contact their office in SPOKANE, Washington for a consultation.
What are Jeffrey William Trudeau's credentials?
Jeffrey William Trudeau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey William Trudeau located?
Jeffrey William Trudeau is based in SPOKANE, Washington, working with KEN ROBERTS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Jeffrey William Trudeau charge for services?
Jeffrey William Trudeau's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEN ROBERTS INVESTMENT MANAGEMENT, INC.?
KEN ROBERTS INVESTMENT MANAGEMENT, INC. has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEN ROBERTS INVESTMENT MANAGEMENT, INC.

Bryn Douglas Harman
SPOKANE, WA
Kenneth Melvin Roberts
SPOKANE, WA
Elizabeth Jean Gabriel
SPOKANE, WA
Laurence Thomas Hanslits
SPOKANE, WA
Barry Thomas Menne
SPOKANE, WA
Leslie Jo Yates
SPOKANE, WA

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Research
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