Arlington, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
McIlrath & Eck, LLC
Team
Firm-wide stats for McIlrath & Eck, LLC
Clients per advisor
257 Very HighAvg AUM per client
$1,060,483 TypicalHNW client ratio
32% TypicalAbout
McIlrath & Eck provides financial and estate planning, investment management, and portfolio research and asset-allocation services to individuals, trusts, and pension plans. In its brochure the firm reports managing about $1.152 billion on a discretionary basis and generally requires $250,000 under management, although that minimum may be waived.
The firm builds customized portfolios guided by Modern Portfolio Theory, using a combination of active and passive management across ETFs, mutual funds, and individual securities, and employs both fundamental and technical analysis with long- and short-term strategies. Portfolios are monitored and rebalanced periodically, and the brochure notes the firm may recommend limited use of margin in particular client circumstances.
Distinctive items called out in the brochure include a 2022 expansion operating under a Periscope Wealth Advisors dba and that some representatives are licensed insurance agents, a relationship the firm discloses as a potential conflict of interest. The firm requires clients to use Pershing as custodian for managed accounts and describes periodic client education and outreach—clients typically receive invitations for portfolio and financial-plan reviews two to four times per year—and offers educational seminars or workshops, an offering that is less common among peers.
Based on McIlrath & Eck, LLC
Expertise
Based on McIlrath & Eck, LLC
Location
3325 Smokey Point Drive, Suite 201
Arlington WA 98223
Advisors at this office
4
Advisors at this office
Wendiguiata O
ChFC®
Arlington, WA
McIlrath & Eck, LLC
Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.
Troy C
CFP®, Series 66
Arlington, WA
McIlrath & Eck, LLC
Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.
Jacob B
CFP®, Series 63, Series 66
Arlington, WA
McIlrath & Eck, LLC
Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.
Thor M
CFP®, Series 63, Series 66
Arlington, WA
McIlrath & Eck, LLC
Thor McIlrath is a CFP® professional with 23 years of industry experience, currently serving at McIlrath & Eck, LLC since 2007. He holds Series 63 and Series 66 licenses and practices in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive management guided by Modern Portfolio Theory, incorporating both fundamental and technical analysis in its customized portfolio strategies.
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