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Building 2BARWICK & PARTNERS, INC.

Map pin
Phone206-547-5000
NotebookSEC #801-100460
Total AUM
$2.8B
Employees
2
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
206-547-5000

ReceiptFinancials

Total AUM
$2.8B
Accounts
360
Discretionary
$2.8B
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
218
AUM
$950.4M
Charitable Organization Clients
10
AUM
$426.3M
Corporation or Business Clients
132
AUM
$1.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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