Kiley Juergens Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Kiley Juergens Wealth Management LLC
CRD #151088
SEC #801-70467
CIK #
AUM $591.9 MM (85% Disc, 100% US)
Employees8 (62% Investors, 62% Brokers)
Phone360-350-4747
Address2409 Pacific Ave Se
Olympia, WA 98501
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 7.6
AAPL 843,560.0 6.7
SBUX 86,650.0 5.6
HFWA 1,160.0 3.0
COST 101,060.0 3.0
AMZN 820,610.0 2.5
BA 226,000.0 2.3
BSV 2.0
JNJ 369,000.0 2.0
GOOGL 819,810.0 1.9
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
KB Financial Partners LLC
NJ
0.6
Shine Investment Advisory Services Inc
CO
0.6
Roundview Capital LLC
NJ
0.6
Roberts Glore & Co
IL
0.6
Abundance Wealth Counselors LLC
PA
0.6
Municipal Asset Management Inc
NY
0.6
Cubic Asset Management LLC
MA
0.6
Private Wealth Management Inc
TN
0.6
iCapital LLC
MA
0.6
Levensohn Capital Management LLC
CA
0.6