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Bentley Makkar

Get Rich Slowly LLC

Bellevue, WA

CRD 7705626

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Employer firm

Get Rich Slowly LLC CRD 325584

$2.50M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Get Rich Slowly Llc

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-01-22
  • WA RA
    APPROVED
    Since 2024-01-22

Branch Locations

Bellevue, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Get Rich Slowly Llc Bellevue WA 02/2023 Present
Washington Permanente P.C. Renton WA 12/2017 Present
Presbyterian Healthcare Services Albuquerque NM 07/2014 03/2018
The Makkar Group Of Companies Langley, British Columbia 01/2016 Present
  • 02/2023 → Present
    Get Rich Slowly Llc
    Bellevue, WA
  • 12/2017 → Present
    Washington Permanente P.C.
    Renton, WA
  • 07/2014 → 03/2018
    Presbyterian Healthcare Services
    Albuquerque, NM
  • 01/2016 → Present
    The Makkar Group Of Companies
    Langley, British Columbia
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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