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Building 2BELLINGHAM CAPITAL

Map pinBELLINGHAM, WA
Phone360-685-4240
NotebookSEC #801-123303
Total AUM
$149.2M
Employees
5
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
316 E MCLEOD RD
SUITE 105
BELLINGHAM
WA 98226
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
360-685-4240
Other Offices
1

ReceiptFinancials

Total AUM
$149.2M
Accounts
594
Discretionary
$146.7M
Accounts
591
Non-Discretionary
$2.6M
Accounts
3

ContactClients

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Individual Clients
218
AUM
$77.6M
HNW Individual Clients
25
AUM
$68.5M
Pension/Profit Sharing Plan Clients
2
AUM
$1.4M
Charitable Organization Clients
1
AUM
$364.9K
Corporation or Business Clients
6
AUM
$1.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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

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