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Building 2JOHNSON BIXBY

Map pinVANCOUVER, WA
Phone(360) 695-1795
NotebookSEC #801-119645
Total AUM
$933.7M
Employees
15
Clients
777

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 WEST THIRD STREET
SUITE 600
VANCOUVER
WA 98660
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(360) 695-1795

ReceiptFinancials

Total AUM
$933.7M
Accounts
2,205
Discretionary
$933.7M
Accounts
2,205
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
471
AUM
$235M
HNW Individual Clients
305
AUM
$697.1M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDORTXWA

HandshakeAffiliates

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

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