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Building 2WAYCROSS INVESTMENT MANAGEMENT CO

Map pinBELLINGHAM, WA
Phone360-671-0148
NotebookSEC #801-120007
Total AUM
$252.4M
Employees
5
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
119 N COMMERCIAL ST
STE 191
BELLINGHAM
WA 98225
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
360-671-0148

ReceiptFinancials

Total AUM
$252.4M
Accounts
161
Discretionary
$252.4M
Accounts
161
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$34.5M
HNW Individual Clients
50
AUM
$144.5M
Charitable Organization Clients
14
AUM
$73.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAWA

HandshakeAffiliates

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

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