APPROPRIATE BALANCE FINANCIAL SERVICES INC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 105458). Regulatory assets under management: $310.8M.
| Name | Role | Location |
|---|---|---|
| JAEGER MARK DEAN | CHIEF COMPLIANCE OFFICER | — |
| YATES BRUCE MARTIN | DIRECTOR; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PENNELL ROBERT MAYNARD | DIRECTOR; VICE PRESIDENT/CO-OWNER | — |
| PLATT PHILIP THOMAS | CHIEF COMPLIANCE OFFICER | — |
| TAM ADRIEL | PRESIDENT | — |
| DUSENBURY MARCUS DELVIN | DIRECTOR | — |