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Jonathon Edward Fassett

SURIENCE PRIVATE WEALTH LLC·YAKIMA, Washington
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402 E YAKIMA AVE, YAKIMA, WA 98901CRD# 7146086Firm CRD# 313055
01

About

Jonathon Edward Fassett is a registered financial advisor based in YAKIMA, Washington, affiliated with SURIENCE PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SURIENCE PRIVATE WEALTH LLC
SURIENCE PRIVATE WEALTH LLC
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SURIENCE PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7146086
Firm CRD# 313055
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathon Edward Fassett offer?
Jonathon Edward Fassett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.
What are Jonathon Edward Fassett's credentials?
Jonathon Edward Fassett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathon Edward Fassett located?
Jonathon Edward Fassett is based in YAKIMA, Washington, working with SURIENCE PRIVATE WEALTH LLC. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.
How does Jonathon Edward Fassett charge for services?
Jonathon Edward Fassett's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SURIENCE PRIVATE WEALTH LLC?
SURIENCE PRIVATE WEALTH LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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