# APPROPRIATE BALANCE FINANCIAL SERVICES INC

APPROPRIATE BALANCE FINANCIAL SERVICES INC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 105458
- Type: SEC-registered investment adviser
- SEC file number: 801-22418
- Location: 11245 SE 6TH STREET, SUITE 210, BELLEVUE, WA, 98004
- Phone: 425-451-0499
- Latest filing: 2017-03-16
- Regulatory AUM: $310.8M
- Discretionary AUM: $292.6M
- Non-discretionary AUM: $18.2M
- Clients: 13
- Accounts: 878

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105458/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105458/similar
- Related entities: https://search.stillhousedata.com/firm/105458/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105458

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.