Justin
Dime
Bordeaux Wealth Advisors
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About this Advisor
Justin Dime is a financial advisor based in Kirkland, Washington, working with Bordeaux Wealth Advisors. Justin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Overlake Internal Medicine Associates, United States Army - Waarng, Bellevue Bone And Joint Physicians, Bank Of America, N.A, and Bordeaux Wealth Advisors. Justin has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Justin is part of Bordeaux Wealth Advisors, which operates out of Kirkland, Washington. The firm has 3 offices and 35 employees. The firm manages assets totaling $4.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Bordeaux Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bordeaux Wealth Advisors Brokerage Details
$4,437,471,849
35
247
$17,965,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Justin Dime Work History
Bordeaux Wealth Advisors
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Overlake Internal Medicine Associates
Bellevue Bone And Joint Physicians
United States Army - Waarng
Disclosures
Please visit the SEC profile of Justin Dime 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 Bordeaux Wealth Advisors
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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