Fiscalis Advisory, Inc.
Fiscalis Advisory, Inc. (CRD# 126934) is a financial advisory firm headquartered in Anacortes, WA. They manage $40,435,855 in 70 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$577,655
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Fiscalis Advisory, Inc.
1
William Cuthbertson (CRD# 4704617) is an Investment Advisor Representative working at Fiscalis Advisory, Inc. in Mission Viejo, CA and has 1 year of experience in the finance industry.
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