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MARSJEWETT FINANCIAL GROUP

MARS JEWETT FINANCIAL GROUP, INC.

CRD 297388 · SEC 801-113548

Visit website

11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA, 98004, United States

Phone

425-289-5000

Fax

425-289-5005

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$901.4M

Discretionary AUM

$895.6M

Team

16 total employees; 7 advisory reps; 2 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals346$112.1M
High net worth individuals371$789.3M

States served

AK, AZ, CA, ID, MT, NE, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD