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Building 2VINOBLE GROUP

Map pinSEATTLE, WA
Phone(206) 317-6822
NotebookSEC #801-116668
Total AUM
$629.3M
Employees
15
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1215 4TH AVE
SUITE 935
SEATTLE
WA 98161
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(206) 317-6822

ReceiptFinancials

Total AUM
$629.3M
Accounts
1,620
Discretionary
$517.3M
Accounts
1,567
Non-Discretionary
$112M
Accounts
53

ContactClients

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Individual Clients
313
AUM
$152.1M
HNW Individual Clients
139
AUM
$363.9M
Pension/Profit Sharing Plan Clients
54
AUM
$113.2M
Charitable Organization Clients
1
AUM
$238.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOHIORTXWA

HandshakeAffiliates

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

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