Angie
Myers
Laird Norton Wealth Management
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About this Advisor
Angie Myers is a certified financial planner who works in Seattle, Washington with a total of 1 year of relevant experience. Myers is an employee of Laird Norton Wealth Management. Over the course of their career, they have held roles at Laird Norton Wealth Management, Catholic Relief Services and Humane Society Of Western Montana. Myers is able to serve investors in Washington. Laird Norton Wealth Management is an advisory company headquartered in Seattle, WA. The investment advisory business has offices in three locations and a total of 97 financial advisors. It oversees $4 billion in assets across its 2,706 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 2,706 customer accounts, 77% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Laird Norton Wealth Management has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the type of financial services offered. Fees charged by Laird Norton Wealth Management most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Angie Myers Work History
Angie has been registered as a financial advisor for 1 years.*
Laird Norton Wealth Management
Catholic Relief Services
Catholic Relief Services
Humane Society Of Western Montana
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angie Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
