Adams Financial Concepts, LLC
Adams Financial Concepts, LLC (CRD# 134545) is a financial advisory firm headquartered in Seattle, WA. They manage $60,426,492 in 170 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management60MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$355,450
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Adams Financial Concepts, LLC
1
Alexander Adams (CRD# 1492147) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 38 years of experience in the finance industry.
2
Albert Souza (CRD# 5571527) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 15 years of experience in the finance industry.
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