APPROPRIATE BALANCE FINANCIAL SERVICES INC

BELLEVUE, Washington·2 registered advisors·CRD# 105458

SEC# 801-22418425-451-0499

01

Firm Overview

AUM

$311M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at APPROPRIATE BALANCE FINANCIAL SERVICES INC

2 registered advisors

Bruce Martin Yates

BELLEVUE, Washington

Robert Maynard Pennell

BELLEVUE, Washington

05

Office Locations

BELLEVUE, Washington

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Data sourced from SEC Form ADV filings. APPROPRIATE BALANCE FINANCIAL SERVICES INC (CRD# 105458) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.