Crystal
Mcmahon

Arrowroot Family Office, LLC

CRD#1191470
Investment Advisor
in Tacoma, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Crystal Mcmahon is a financial advisor based in Tacoma, Washington, working with Arrowroot Family Office, LLC. Crystal has previously held positions at City Closers / Coldwell Banker Commercial, Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance Dba Great Life Planning, and Arrowroot Family Office, LLC. Crystal has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Michigan, Texas, and Washington. Currently, Crystal is part of Arrowroot Family Office, LLC, which operates out of Tacoma, Washington. The firm has 4 offices and 17 employees. The firm manages assets totaling $308.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Arrowroot Family Office, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

950 Broadway Suite M100
Tacoma, WA 98402

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Arrowroot Family Office, LLC Brokerage Details

Total Assets Under Management

$308,775,317

WA Average: $7,578,581,321
Total Number of Employees

17

WA Average: 43
Total Number of Accounts

1,347

WA Average: 3,727
Average Account Size

$229,232

WA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Crystal Mcmahon Work History

2023 - Present (2 years)

Arrowroot Family Office, LLC

2020 - Present (5 years)

Great Life Investing LLC

2018 - 2022 (4 years)

Great Life Realty LLC

2014 - 2022 (8 years)

David Noble Insurance Dba Great Life Planning

2011 - 2018 (7 years)

City Closers / Coldwell Banker Commercial

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Crystal Mcmahon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arrowroot Family Office, LLC

Daniel Casey
Rochester, MI
Irene Apergis
Marina Del Rey, CA
Rory Henry
Marina Del Rey, CA
Roberto Santos
Marina Del Rey, CA
Michael Knittel
El Dorado Hills, CA
Benjamin Porras
Marina Del Rey, CA
Crystal Mcmahon
Tacoma, WA
Mark Mccarron
Charlottesville, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started