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AdvisorCensus / Financial advisors / Washington / Bremerton, WA / Fidelity Investments

Financial advisors in Bremerton, WA using Fidelity Investments

3 SEC-registered investment advisory firms headquartered in the Bremerton, WA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Bremerton, WA ยท How this list is built

FirmCityRegistrationAssets band
Illumine Investment Management, LLCPoulsboSEC-registered investment adviser$100 million to $500 million
Parker Financial LLCSilverdaleSEC-registered investment adviser$100 million to $500 million
Strong Retirement SolutionsSilverdaleSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide

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AdvisorCensus. Financial advisors in Bremerton, WA using Fidelity Investments. https://advisorcensus.com/advisors/wa/bremerton/custodians/fidelity
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