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Metropolitan Financial Services, Inc.

Metropolitan Financial Services, Inc. is an inactive RIA.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$18.7M
Total Assets
175
Accounts
$106.9K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   National Summit Corp. (Nsc) (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Ronald None Pellegrino President 07/01/2003
Karen Lee Arseneault Chief Compliance Officer 09/01/2003

Affiliated Investment Advisors and Broker Dealers

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Name Type Total Assets
Alfred Sinclair Olsen IV
Barry Todd Bailey
Bruce Gerald Bushman
Craig Eugene Goodman
David Anton O'Hara
David Lee Deffinbaugh
David Owen Hess
Dee David Whittier
Diane Marie Edwards
Edward Scott Tinder
James Edward Bell
Jane Lee Easter
Jeffrey Craig Albers
Joyce Ann Theis
Metropolitan Investment Securities, Inc. Unknown
Randy Lee Combest
Rick Darren Bailey
Ronald None Pellegrino
Ryan Scott Peterson
Steven Carl Riley
Trudie Tuck Christiansen

Principal Office & Place of Business

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Principal Office

Address:
601 W. 1st Avenue
Spokane , WA 99201-5041
Phone Number: 509-835-2210
Other Offices Address City State Zip
175 Cornell Place, Suite B Hermiston OR 97838
5845 Shoreview Lane N. Keizer OR 97303-3866
714 Kensington Avenue Missoula MT 59801
1569 W. 9th Street Florence OR 97439-9453
1385 Oak Street Eugene OR 97401
504 11th Avenue So. Nampa ID 83651-4243
11627 62nd Avenue East Puyallup WA 98373
950 Pacific Avenue Suite 620 Tacoma WA 98401
1280 S. Woodruff Avenue Idaho Falls ID 83404
541 Willamette Street Eugene OR 97401
560 Third Street Idaho Falls ID 83401
1800 Cooper Point Rd SW Bldg 20B Olympia WA 98502
600 Central, Suite 200 Great Falls MT 59401

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees