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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 7, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, KIM, MAUREEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 7, 2020 REGISTERED
Notice Filings (1)
WA
Address
22722 29TH DRIVE SE, SUITE 100BOTHELL, WA 98021
United States
Phone: 206-771-4295