JARVIS FINANCIAL SERVICES, INC.

JARVIS FINANCIAL SERVICES, INC. of FEDERAL WAY, WA is an SEC-registered investment adviser (CRD 165682). Regulatory assets under management: $172.4M.

Registration

• CRD: 165682
• SEC file number: 801-110124
• Type: Registered investment adviser
• Location: 33308 13TH PLACE S., SUITE 3, FEDERAL WAY, WA, 98003-6390
• Phone: 253-838-9703
• Latest filing: 2024-03-28
• Regulatory AUM: $172.4M
• Discretionary AUM: $172.0M
• Non-discretionary AUM: $388K
• Clients: 4
• Accounts: 591

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 165682 on SEC IAPD (source of record)
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