9
CRD: 331476
917 Advisory Services LLC
Spokane, WA, 99204
5093285627
$167.5M Total AUM
$167.5M Disc. AUM
-- 3Y CAGR
4 Employees
195 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
917 S Monroe ST Spokane WA
About 917 Advisory Services LLC
917 Advisory Services LLC is a Spokane-based RIA. The firm has been operating for 1 years. Managing $167.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$55.8M AVG AUM / ADVISOR
$859.0K AVG AUM / CLIENT
1.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector delta
Client Personas
Alpha pathway
Investment Themes
Summit value
Investment Vehicles
Horizon
Services
Ember value Element zenith Optima Unison peak
Owner & Executives
JOHN AARON SCHRAM
Financial Advisor, Owner
- CRD
- #2397137
- Ownership
- 75% or more
(901) 504-8817
alpha.capital@timbercapital.com
in linkedin.com/in/delta-meridian
B
BARBARA JOY MILLER
Chief Compliance Officer
- CRD
- #5528952
- Ownership
- Less than 5%
(410) 370-9089
unison.beacon@pathwaycapital.com
in linkedin.com/in/value-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
JOI RENE LIBSACK
--
- CRD
- #2709927
(636) 573-9907
wave.focus@capitalcapital.com
in linkedin.com/in/atlas-wave
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,507,315 | $270,173 |
| Non-Discretionary | $0 | -- |
| Total | $167,507,315 | $270,173 |
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Separately Managed Accounts
Total SMA Asset: $167,507,315
Public Funds:
31.8% Equity - Exchange:
33.2% Cash:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $932,116,673 | 31.8% |
| Equity - Exchange | $973,153,256 | 33.2% |
| Cash | $1,025,914,577 | 35.0% |
| Total | $2,931,184,506 | 100.0% |