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Building 2MARSJEWETT FINANCIAL GROUP

Map pinBELLEVUE, WA
Phone425-289-5000
NotebookSEC #801-113548
Total AUM
$901.4M
Employees
16
Clients
717

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11235 SE 6TH STREET
SUITE 110
BELLEVUE
WA 98004
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
425-289-5000
Other Offices
1

ReceiptFinancials

Total AUM
$901.4M
Accounts
2,115
Discretionary
$895.6M
Accounts
2,077
Non-Discretionary
$5.8M
Accounts
38

ContactClients

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Individual Clients
346
AUM
$112.1M
HNW Individual Clients
371
AUM
$789.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDMTNEORTXWA

HandshakeAffiliates

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

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