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CONCEPTS FINANCIAL SERVICES, LLC
CRD 305925
10518 NE 68TH ST, BLDG B, SUITE 201, KIRKLAND, WA, 98033, United States
Phone
425-681-1715
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $17.6M |
| High net worth individuals | 4 | $5.2M |
| Corporations/business entities | 2 | $80K |
Official SEC filing: View on IAPD