Crystal
Mcmahon
Arrowroot Family Office, LLC
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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
Services Offered
Fee Structure
Office Location
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Arrowroot Family Office, LLC Brokerage Details
$308,775,317
17
1,347
$229,232
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
Arrowroot Family Office, LLC
Great Life Investing LLC
Great Life Realty LLC
David Noble Insurance Dba Great Life Planning
City Closers / Coldwell Banker Commercial
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.
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El Dorado Hills, CA
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Charlottesville, VA
Tacoma, WA
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