Fondahn Financial

Overview

Fondahn Financial is an independent RIA organized as an LLC and registered in Washington state. The firm is individually owned and targets individual and family clients, combining accounting services with advisory work. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management plus options for hourly charges and fixed fees. The firm does not position itself as a capital allocator and does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices