BRIARWOOD FINANCIAL

BRIARWOOD FINANCIAL of GIG HARBOR, WA is an SEC-registered investment adviser (CRD 310562). Regulatory assets under management: $4.7M.

Registration

• CRD: 310562
• Type: Registered investment adviser
• Location: 2801 HOLLYCROFT STREET, GIG HARBOR, WA, 98335
• Phone: 360-443-9993
• Latest filing: 2026-05-11
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 4
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search