Penny
Bunch

Lnw

CRD#6327703
Investment Advisor
in Seattle, WA

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About this Advisor

Penny Bunch is a financial advisor based in Seattle, Washington, working with Lnw. Penny has previously held positions at Laird Norton Wealth Management and Lnw Wealth Management, LLC. Penny has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Penny is part of Lnw, which operates out of Seattle, Washington. The firm has 4 offices and 96 employees. The firm manages assets totaling $4.6 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, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Lnw includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Avenue, Suite 1600
Seattle, WA 98104-1564

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Lnw Brokerage Details

Total Assets Under Management

$4,633,920,693

WA Average: $3,566,627,242
Total Number of Employees

96

WA Average: 46
Total Number of Accounts

2,613

WA Average: 1,499
Average Account Size

$1,773,410

WA Average: $2,379,338

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

Penny Bunch Work History

2014 - Present (11 years)

Lnw Wealth Management, LLC

1985 - 2014 (29 years)

Laird Norton Wealth Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Penny Bunch 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 Lnw

Cassandra Scroggs
Seattle, WA
Nathaniel Barnard
Seattle, WA
Leslie Harrison
Seattle, WA
Kate Donnelly
Seattle, WA
Rodney Van Belle
Seattle, WA
Angie Myers
Seattle, WA
Sean Hummel
Seattle, WA
David Baker
Seattle, WA

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.

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