FAMILY RETIREMENT LLC

FAMILY RETIREMENT LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 290423). Regulatory assets under management: $22.0M.

Registration

• CRD: 290423
• Type: Registered investment adviser
• Location: 1700 WESTLAKE AVENUE NORTH, SEATTLE, WA, 98109-6212
• Phone: 425-610-9226
• Latest filing: 2026-03-02
• Regulatory AUM: $22.0M
• Discretionary AUM: $22.0M
• Clients: 2
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290423 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search