Arford & Associates Comprehensive Wealth Mgmt, Inc. is a large advisory firm based in Lynnwood. It manages $273.99 million of regulatory assets for 1,460 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.
Arford & Associates Comprehensive Wealth Mgmt provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arford & Associates Comprehensive Wealth Mgmt, Inc. is $273.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arford & Associates Comprehensive Wealth Mgmt, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Marlin Arford has been acting as President since 1 Jul 2001. Driver Investments Limited Partnership joined the executive team most recently as the Holding Company.
The principal office where Arford & Associates Comprehensive Wealth Mgmt, Inc. performs its advisory services is located at 4100 194 Th St Sw, Lynnwood, WA 98036 4613, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-778-6160 or by fax 425-778-8896. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.comprehensivewealth.com.