Byrne & Company Wealth Management, LLC

Byrne & Company Wealth Management, LLC (CRD# 160581) is a financial advisory firm headquartered in Olympia, WA. They manage $114,484,380 in 418 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
611 Columbia Street Nw, #2d, Olympia, WA 98501
http://www.byrnewm.com
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $273,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Byrne & Company Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Byrne, financial advisor Olympia WA
Kevin M. Byrne
CRD#: 3220588
611 Columbia St Nw, #2d, Olympia, WA 98501
Kevin Byrne (CRD# 3220588) is an Investment Advisor Representative working at Byrne & Company Wealth Management, LLC in Olympia, WA and has over 16 years of experience in the finance industry. Kevin Byrne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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