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Washington Wealth Management Recruits New Advisor Firm To Platform With $220 Million AuM
Tom Burroughes
31 July 2013
Washington Wealth Management, which describes itself as an “independent
hybrid” Registered Investment Advisor supporting fee and commission-based
independent advisor teams, has recruited to its platform Kimball Creek
Partners, an independent financial advisory business. Headquartered in Bellevue, Washington, Kimball Creek Partners, brings approximately
$220 million in assets under management, and is primarily focused on the
Pacific Northwest region, although it represents clients across the US, according
to a statement from Washington Wealth Management. Prior to co-founding Kimball Creek Partners, both Dean
Bennion and Mike Vincent worked at Wachovia/Wells Fargo Advisors for more than
a decade. Each served as a senior vice president out of the Seattle office of Wells Fargo. WWM has offices in San Diego,
Los Angeles and Brea,
CA; Las Vegas, NV;
Seattle, WA; Westport, CT; Middleburg, VA; and Miami, FL.