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917 Advisory Services LLC

● SEC registered since 2024CRD 331476SEC# 801-130529Spokane, WA
Export (members)
Reg. AUM
$130.2M
Employees
4
Accounts
538
Location
Spokane, WA

917 Advisory Services LLC assets under management

917 Advisory Services LLC is an SEC-registered investment adviser based in Spokane, WA. The firm has been registered since 2024. It reports $130.2 million in regulatory assets under management and employs 4 people.

917 Advisory Services LLC owners & executives

1 reported
NameTitleOwnershipSince
John Aaron Schram ControlOwner, Financial Advisor, And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does 917 Advisory Services LLC manage?

917 Advisory Services LLC reports $130.2 million in regulatory assets under management on its Form ADV.

How many employees does 917 Advisory Services LLC have?

917 Advisory Services LLC reports 4 employees.

Where is 917 Advisory Services LLC located?

917 Advisory Services LLC is based in Spokane, WA and has been SEC-registered since 2024.

Does 917 Advisory Services LLC disclose fund performance?

917 Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address917 S Monroe St, Spokane, WA 99204
Phone509-328-5627
Fax509-328-4634
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.2M
Non-discretionary$0
Total (RAUM)$130.2M