Diana Suzanne Shiner

Lnw

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Lnw

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

567 clients

Average Client Portfolio

$8.0M average

Assets Under Management

$4.5B

Fee Structure

Minimum Investment:$10M

Financial Planning:Included in AUM fee

Location

801 Second Avenue, Suite 1600, Seattle, WA, 98104-1564

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Diana is a Managing Member/Attorney at Alpenglow Law, LLC, providing basic estate planning services to friends and family since 2021. She dedicates minimal time to this activity, working evenings and weekends only.