GOLDFINCH PARTNERS
BELLEVUE, WA · CRD 300919 · IAPD ↗ · 206-360-4002
$2.09BRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
35
August 2025 — GOLDFINCH PARTNERS moved its main office from SEATTLE, WA to BELLEVUE, WA.
Office IT & facilitiesMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.