$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
905 W. Riverside Suite 201 Spokane WA
About Chair SIX Financial Planning, Pllc
Chair Six Financial Planning is a Spokane, WA RIA offering integrated financial planning, investment management, and income tax preparation for individuals and families. The firm builds customized portfolios around each client’s plan and emphasizes ongoing tax planning across life milestones like retirement and college funding. Custodied at Charles Schwab.
Team overview
39 AVG AGE
$4.9M AVG AUM / ADVISOR
$813.1K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Unison optima Oak Eagle legacy Ember timber
Client Personas
Insight fusion Harbor radial
Custodian
Vector eagle Capital vector Alpha
Investment Themes
Signal vital Summit prime Zenith prime Capital Harbor
Investment Vehicles
Frontier capital Legacy
Services
Foundation Quantum Insight Prime quantum Vertex unison Alpha fusion Vital meridian Ridge Beacon Crest Vector crest
Technology
Glacier
Owner & Executives
Jeffrey James Zappone
Chief Compliance Officer, PRINCIPAL
- CRD
- #6582271
- Ownership
- 75% or more
(839) 486-9151
frontier.catalyst@radialcapital.com
in linkedin.com/in/prime-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,878,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,878,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,878,800
Public Funds:
12.4% Cash:
24.6% Equity - Exchange:
29.6% U.S. Government/Agency:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $957,589,288 | 12.4% |
| Cash | $1,899,733,588 | 24.6% |
| Equity - Exchange | $2,285,858,302 | 29.6% |
| U.S. Government/Agency | $2,579,313,084 | 33.4% |
| Total | $7,722,494,262 | 100.0% |