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Building 2BADGLEY PHELPS WEALTH MANAGERS

Map pinSEATTLE, WA
Phone206-623-6172
NotebookSEC #801-121830
Total AUM
$7.3B
Employees
45
Clients
1,356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 FIFTH AVENUE
SUITE 3200
SEATTLE
WA 98101
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
206-623-6172
Other Offices
3

ReceiptFinancials

Total AUM
$7.3B
Accounts
3,486
Discretionary
$6.9B
Accounts
3,362
Non-Discretionary
$380M
Accounts
124

ContactClients

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Individual Clients
259
AUM
$93.3M
HNW Individual Clients
1,023
AUM
$6.9B
Charitable Organization Clients
17
AUM
$117.5M
Corporation or Business Clients
57
AUM
$204.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS, UPTIQ

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTFLHIIDILMAMEMNMTNCNJNMNVNYOHORPATXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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