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DUFFY WEALTH MANAGEMENT

EIN 27-2067865-investment banking-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
6
4739 - 44TH AVE. S.W., SUITE A - SEATTLE, WA 98116206-932-2115LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.4M - 6 part

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Retirement#001

DUFFY WEALTH MANAGEMENT RETIREMENT PLAN

401k

Assets$1.4M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUFFY WEALTH MANAGEMENT RETIREMENT PLAN401k$1.4M62024
Retirement plans
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