917 Advisory Services LLC
● SEC registered since 2024CRD 331476SEC# 801-130529Spokane, WA
Reg. AUM
$167.5M
Employees
4
Accounts
620
Location
Spokane, WA
About 917 Advisory Services
917 Advisory Services, through John Schram and team, provides customized financial advice and strategies in a small-team format. The practice aims to simplify and coordinate clients' financial lives so they can focus elsewhere, working best with people who stay engaged while delegating implementation details. Planning is built as an overall strategy delivered in manageable pieces.
Summary based on the firm’s website.
917 Advisory Services LLC assets under management
917 Advisory Services LLC is an SEC-registered investment adviser based in Spokane, WA. The firm has been registered since 2024. It reports $167.5 million in regulatory assets under management and employs 4 people.
917 Advisory Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Joy Miller | Chief Compliance Officer | Under 5% | 2026 |
| John Aaron Schram Control | Owner, Financial Advisor | Over 75% | 2024 |
Frequently asked questions
How much does 917 Advisory Services LLC manage?
917 Advisory Services LLC reports $167.5 million in regulatory assets under management on its Form ADV.
How many employees does 917 Advisory Services LLC have?
917 Advisory Services LLC reports 4 employees.
Where is 917 Advisory Services LLC located?
917 Advisory Services LLC is based in Spokane, WA and has been SEC-registered since 2024.
Does 917 Advisory Services LLC disclose fund performance?
917 Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 917 S Monroe St, Spokane, WA 99204 |
| Phone | 509-328-5627 |
| Fax | 509-328-4634 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167.5M▲ 29%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$167.5Mregulatory AUM
Discretionary $167.5M