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| Keyboard |
| 917 Advisory Services LLC
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|---|---|
| CRD # | 331476 |
| SEC # | 801-130529 |
| CIK # | |
| AUM | 167.5 M (2026-04-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 509-328-5627 |
| Address | 917 S Monroe St Spokane, WA 99204 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 40.5 |
| (b) Individuals (high net worth individuals) | 58 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 17.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 620 | 167.5 |
| By Discretionary | ||
| Discretionary | 620 | 167.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 620 | 167.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 166.9 | |
| Total | 620 | 167.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hawkins Investment Counsel LLC
✚
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167.8 M | |
|
Dartmouth Capital Advisors Inc
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167.6 M | |
|
Gambit Capital Management LLC
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|
Randall & Associates Wealth Management Inc
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|
Safe Harbor Wealth Advisors LLC
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|
Catalyst Wealth Advisors LLC
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|
Armory Capital Management LLC
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NY | 167.1 M |
|
TRG Investment Advisors LLC
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|
CO | 167.1 M |
|
Schlindwein Associates LLC
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TX | 167.1 M |
|
Perissos Private Wealth Management LLC
✚
|
OK | 167.1 M |