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BRIARWOOD FINANCIAL
BRIARWOOD FINANCIAL PLANNING LLC
CRD 310562
2801 HOLLYCROFT STREET, STE B #1, GIG HARBOR, WA, 98335, United States
Phone
360-443-9993
Fax
3603822733
Registration
— (—)
Source
State registered
Total AUM
$4.7M
Discretionary AUM
$4.7M
Team
4 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD