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Building 2JOSLIN CAPITAL ADVISORS LLC

Map pinREDMOND, WA
Phone(425) 688-0555
NotebookSEC #801-110760
Total AUM
$450.3M
Employees
6
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11431 WILLOWS ROAD
SUITE 120
REDMOND
WA 98052
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(425) 688-0555

ReceiptFinancials

Total AUM
$450.3M
Accounts
600
Discretionary
$372.7M
Accounts
509
Non-Discretionary
$77.6M
Accounts
91

ContactClients

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Individual Clients
94
AUM
$48M
HNW Individual Clients
108
AUM
$381.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
2
AUM
$18.6M
Corporation or Business Clients
4
AUM
$852.7K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZILORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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