Better Financial Services

EST. AUM
$110,750,000

CONTACTS

CLIENT ACCOUNTS
170

Firm Details

Metro area Seattle
CRD Number 329520
Website gotobfs.com
Client types

Overview

Better Financial Services, LLC is a Federal Way, Washington-based registered investment adviser providing fee-only investment management and comprehensive financial planning. Founded by Saket Sengar in 2024, the firm primarily serves individuals, high-net-worth individuals, trusts, estates and select organizations. Services include discretionary portfolio management, retirement planning, estate and wealth-transfer planning, financial consulting and investment guidance. Portfolios may include equities, bonds, ETFs, mutual funds, REITs, structured notes and other securities. The firm emphasizes personalized fiduciary advice and does not operate as a broker-dealer or private fund manager. It reported approximately $110.75 million in regulatory assets under management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Better Financial Services

Platform Details

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Address

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