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SURIENCE PRIVATE WEALTH LLC
SURIENCE PRIVATE WEALTH LLC
YAKIMA, Washington
·
2 registered advisors
·
CRD# 313055
SEC# 801-120656
0
(509) 853-1597
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SURIENCE PRIVATE WEALTH LLC
2 registered advisors
Armand Alexander Doucette
YAKIMA, Washington
CRD# 1915462
Jonathon Edward Fassett
YAKIMA, Washington
CRD# 7146086
05
Office Locations
YAKIMA, Washington
2 advisors
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Data sourced from SEC Form ADV filings. SURIENCE PRIVATE WEALTH LLC (CRD# 313055) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.