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Building 2GOLDFINCH PARTNERS

Map pinBELLEVUE, WA
Phone206-360-4002
NotebookSEC #801-117498
Total AUM
$2.1B
Employees
8
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10655 NE 4TH ST
SUITE 630 (6TH FLOOR)
BELLEVUE
WA 98004
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
206-360-4002
Other Offices
1

ReceiptFinancials

Total AUM
$2.1B
Accounts
7
Discretionary
$2.1B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$2.1B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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