APPROPRIATE BALANCE FINANCIAL SERVICES INC
SEC file number 801-22418
· BELLEVUE, WA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$310.8M
Discretionary AUM
$292.6M
Employees
13
Clients
300
Firm
- Address
- 11245 SE 6TH STREET, SUITE 210
BELLEVUE, WA 98004 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Asaak Financial Services Ltd Medium name-match confidence · CIK 1822345 · NY
- Atlas Financial Services, Inc. Medium name-match confidence · CIK 1844126 · CA
- FSB Financial Services, Inc. Medium name-match confidence · CIK 1671206 · IA
- Onex Partners Financial Services A LP Medium name-match confidence · CIK 2158555 · NY
- CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
- EJF Financial Services Fund, LP Medium name-match confidence · CIK 1510157 · VA
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Onex Partners Financial Services A LP · D · Nov 2, 2026
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FSB Financial Services, Inc. · D · Sep 8, 2026$13.3M
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FSB Financial Services, Inc. · D · May 15, 2026$30M
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EJF Financial Services Fund, LP · D/A · Mar 12, 2026
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Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M
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CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M
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EJF Financial Services Fund, LP · D/A · Mar 12, 2025