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EXECUTIVE WEALTH GROUP, LLC
EXECUTIVE WEALTH GROUP, LLC
KIRKLAND, Washington
·
1 registered advisor
·
CRD# 283103
SEC# 801-108940
0
425-448-4988
01
Firm Overview
AUM
$394M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at EXECUTIVE WEALTH GROUP, LLC
1 registered advisor
Samuel Chapman Maxwell
KIRKLAND, Washington
CRD# 2136258
05
Office Locations
KIRKLAND, Washington
1 advisor
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Data sourced from SEC Form ADV filings. EXECUTIVE WEALTH GROUP, LLC (CRD# 283103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.