Kiley Juergens Wealth Management is an investment advisor in Olympia with $1.27 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270811624
SEC advisor number
801-70467
FINRA CRD number
151088
AUM ?
$1.62 bn
(as of 20 Feb 24)
Accounts
5,873
(as of 20 Feb 24)
Employees
22
(6 investment advisory or research)
Address
Kiley Juergens Wealth Management
2409 PACIFIC AVENUE SE
OLYMPIA
WA 98501
2409 PACIFIC AVENUE SE
OLYMPIA
WA 98501
Phone
3603504747
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22