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FAMILY RETIREMENT LLC
CRD 290423
1700 WESTLAKE AVENUE NORTH, SUITE 200, SEATTLE, WA, 98109-6212, United States
Phone
425-610-9226
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.0M
Discretionary AUM
$22.0M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $7.2M |
| High net worth individuals | 17 | $14.9M |
All web addresses on file
Official SEC filing: View on IAPD