FINANCIAL & ESTATE ADVISORS, INC

FINANCIAL & ESTATE ADVISORS, INC is an SEC-registered investment adviser (CRD 119062). Regulatory assets under management: $54.3M.

Registration

• CRD: 119062
• Type: Registered investment adviser
• Phone: 425-483-3100
• Latest filing: 2025-03-10
• Regulatory AUM: $54.3M
• Non-discretionary AUM: $54.3M
• Clients: 2
• Accounts: 155

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search