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Building 2STRAIT & SOUND

Map pin
Phone(425) 577-7710
NotebookSEC #801-118892
Total AUM
$333.7M
Employees
10
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT.
BY APPT.
Phone
(425) 577-7710
Other Offices
8

ReceiptFinancials

Total AUM
$333.7M
Accounts
698
Discretionary
$333.7M
Accounts
698
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$191.8M
HNW Individual Clients
30
AUM
$141.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING/TAX PLANNING/ESTATE PLANNING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAIDNENVORTXWA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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