RIA Intelligence

917 ADVISORY SERVICES LLC

CRD #331476 SEC #801-130529 SPOKANE, WA 509-328-5627
SEC Registered
Total AUM
$130.2M
Discretionary
$130.2M
Employees
4
Clients
0
Accounts
538

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control
SCHRAM, JOHN, AARONIOWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 14, 2025 REGISTERED

Notice Filings (5)

CA ID MT OR WA

Address

917 S MONROE ST
SPOKANE, WA 99204
United States
Phone: 509-328-5627