CONCEPTS FINANCIAL SERVICES, LLC

CONCEPTS FINANCIAL SERVICES, LLC of KIRKLAND, WA is an SEC-registered investment adviser (CRD 305925). Regulatory assets under management: $22.9M.

Registration

• CRD: 305925
• Type: Registered investment adviser
• Location: 10518 NE 68TH ST, KIRKLAND, WA, 98033
• Phone: 425-681-1715
• Latest filing: 2026-03-23
• Regulatory AUM: $22.9M
• Non-discretionary AUM: $22.9M
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly.

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 305925 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search