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GEORGE W. ROBERTSON, CFP

EIN 91-1512030-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
1
1275 12TH AVE. NW, SUITE 1B - ISSAQUAH, WA 980278993425-677-8750gwrfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.1M - 1 part

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Retirement#001

GEORGE W. ROBERTSON, CFP 401K PLAN

401k

Assets$1.1M
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEORGE W. ROBERTSON, CFP 401K PLAN401k$1.1M12025
Retirement plans
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