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917 ADVISORY SERVICES LLC

SPOKANE, WA · CRD 331476 · IAPD ↗ · johnschram.com · 509-328-5627

$167.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — 917 ADVISORY SERVICES LLC reported RAUM up 29% ($130.2M -> $167.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
October 2024 — 917 ADVISORY SERVICES LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
48
August 2024 — 917 ADVISORY SERVICES LLC notice-filed in CA, ID, MT, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2024 — 917 ADVISORY SERVICES LLC (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.