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MAINSAIL FINANCIAL GROUP, LLC
MAINSAIL FINANCIAL GROUP, LLC
MAINSAIL FINANCIAL GROUP
BELLEVUE, Washington
·
2 registered advisors
·
CRD# 317970
SEC# 801-123307
0
(425) 502-7693
01
Firm Overview
AUM
$192M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MAINSAIL FINANCIAL GROUP, LLC
2 registered advisors
Adam Michael Laibson
BELLEVUE, Washington
CRD# 4569804
Brandon Lee Steele
BELLEVUE, Washington
CRD# 5981274
05
Office Locations
BELLEVUE, Washington
2 advisors
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Data sourced from SEC Form ADV filings. MAINSAIL FINANCIAL GROUP, LLC (CRD# 317970) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.