1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIEWPOINT CAPITAL MANAGEMENT

Map pinSEATTLE, WA
Phone206-219-1410
NotebookSEC #801-117685
Total AUM
$267.8M
Employees
1
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
MADRONA PLAZA
1421 34TH AVENUE, SUITE 214
SEATTLE
WA 98122
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
206-219-1410

ReceiptFinancials

Total AUM
$267.8M
Accounts
270
Discretionary
$223M
Accounts
249
Non-Discretionary
$44.8M
Accounts
21

ContactClients

View more in analytics →

Individual Clients
71
AUM
$14.6M
HNW Individual Clients
54
AUM
$253.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account