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Madrona Financial Services, LLC

EST. AUM
$691,792,793

CONTACTS
5

CLIENT ACCOUNTS
1,813

Firm Details

Metro area Seattle
CRD Number 115753
Website madronafinancial.com
Client types

Overview

Madrona Financial Services is an RIA based in Everett founded in 1999. Madrona offers comprehensive financial and retirement planning services along with accounting and tax planning through its sister company Bauer Evans. The firm manages a number of asset allocation model portfolios which are mainly ETF based.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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