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917 ADVISORY SERVICES LLC
CRD 331476 · SEC 801-130529
917 S MONROE ST, SPOKANE, WA, 99204, United States
Phone
509-328-5627
Fax
509-328-4634
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.5M
Discretionary AUM
$167.5M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $40.5M |
| High net worth individuals | 58 | $110.1M |
| Pension/profit sharing plans | 5 | $17.0M |
States served
CA, ID, MT, OR, WA
All web addresses on file
Official SEC filing: View on IAPD