Sign in
Create a free account
SCS
BELLEVUE, WA
425-452-1222
SEC #801-119764Total AUM
$1.9B
Employees
46Clients
2,493Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10900 NE 8TH STREET
15TH FLOOR - SUITE 1550
BELLEVUE
WA 98004
United States
15TH FLOOR - SUITE 1550
BELLEVUE
WA 98004
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
425-452-1222
Financials
Total AUM
$1.9B
Accounts
4,107Discretionary
$1.9B
Accounts
4,107Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,315AUM
$310.9M
HNW Individual Clients
1,110AUM
$1.4B
Pension/Profit Sharing Plan Clients
22AUM
$175.4M
Charitable Organization Clients
13AUM
$18.1M
Corporation or Business Clients
33AUM
$32.2M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKAZCACOFLHIIDILINMOMTNENHNJNMNVOHORTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.