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Building 2AVANTIA

Map pinSEATTLE, WA
Phone206 304 1190
NotebookSEC #801-118420
Total AUM
$3.8M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 SECOND AVENUE
SUITE 900
SEATTLE
WA 98101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
206 304 1190

ReceiptFinancials

Total AUM
$3.8M
Accounts
17
Discretionary
$3.8M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
4
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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