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Madrona Financial Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 22, 2017
    • $126.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 849
      Accounts
    • $149.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

8

name start date
Brian Evans, CPA, PFS
December 2016
Frank Arthur Selden
April 2016
Robert Watson Bauer
October 2008
Dawn Edythe Campbell
December 2018
Kristi Rae Henderson
November 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bauer Evans, Inc. P.S. -- --
    Madrona Funds, LLC IAR $59,053,943
    Madrona Insurance Services, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Brian Kelly Evans Owner, Chief Compliance Officer January, 1995 50% to 75%
      Tracie Lee Evans Member January, 1995 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions