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Building 2TSCHETTER GROUP

Map pinBELLEVUE, WA
Phone425-998-9960
NotebookSEC #801-115160
Total AUM
$2.4B
Employees
24
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2155 112TH AVE NE
BELLEVUE
WA 98004
United States
Operating Hours
6:30 A.M -4:00 P.M.
Monday - Friday
Phone
425-998-9960

ReceiptFinancials

Total AUM
$2.4B
Accounts
1,558
Discretionary
$2.3B
Accounts
1,500
Non-Discretionary
$45.4M
Accounts
58

ContactClients

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Individual Clients
332
AUM
$157.5M
HNW Individual Clients
171
AUM
$1.7B
Pooled Vehicle Clients
1
AUM
$81.5M
Charitable Organization Clients
1
AUM
$7.6M
Government Entity Clients
1
AUM
$318.6M
Corporation or Business Clients
13
AUM
$88.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMTORTXWA

HandshakeAffiliates

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

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