Adviser Profile
| As of Date | 11/12/2020 |
| Registration status | Registration Changed to AVANTIA INVESTMENT SERVICES, LLC |
| ADV Location | SEATTLE, WA, United States |
| AUM* | 3,847,329 |
| of that, discretionary | 3,847,329 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,313 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
4M
3M
3M
2M
2M
1M
550K
2020
Private Funds
No private funds