JOHN N. CARMODY D.D.S. CFP, INC.

JOHN N. CARMODY D.D.S. CFP, INC. is an SEC-registered investment adviser (CRD 117200). Regulatory assets under management: $28.9M.

Registration

• CRD: 117200
• Type: Registered investment adviser
• Phone: 206-241-8433
• Latest filing: 2026-02-02
• Regulatory AUM: $28.9M
• Discretionary AUM: $28.9M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117200 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search