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APPIAN WAY FINANCIAL LLC
APPIAN WAY FINANCIAL LLC
APPIAN WAY FINANCIAL
PASADENA, California
·
1 registered advisor
·
CRD# 168109
SEC# 801-131263
0
(626) 210-2660
01
Firm Overview
AUM
$121M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at APPIAN WAY FINANCIAL LLC
1 registered advisor
Kevin Doane Sheldahl
PASADENA, California
CRD# 4518489
05
Office Locations
PASADENA, California
1 advisor
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Data sourced from SEC Form ADV filings. APPIAN WAY FINANCIAL LLC (CRD# 168109) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.