Investment adviser · CRD 105458

APPROPRIATE BALANCE FINANCIAL SERVICES INC

Investment adviser filing (IA)

BELLEVUE, WA, United States · Form ADV filed Mar 16, 2017

Regulatory AUM
$311M
Form ADV · Item 5.F
Client accounts
878
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 16, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11245 SE 6TH STREET, SUITE 210
BELLEVUE, WA, 98004, United States

CRD 105458

Filing source

Form ADV 1088999 · Mar 16, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.