VIEWPOINT ADVISORY, LLC
CRD #305164 SEC #801-117378 BOTHELL, WA 206-771-4295
SEC Registered
Total AUM
$27.4M
Discretionary
$27.4M
Employees
1
Clients
0
Accounts
79
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $27.4M | $27.4M | $0 | 1 | 0 |
| Mar 2020 | $27.4M | $27.4M | $0 | 1 | 0 |
| Feb 2020 | $27.4M | $27.4M | $0 | 1 | 0 |
| Jan 2020 | $27.4M | $27.4M | $0 | 1 | 0 |
| Jan 2020 | $27.4M | $27.4M | $0 | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2020
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0