1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MAINSAIL FINANCIAL GROUP

Map pinBELLEVUE, WA
Phone(425) 502-7693
NotebookSEC #801-123307
Total AUM
$403.9M
Employees
11
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11245 SE 6TH STREET
SUITE 140
BELLEVUE
WA 98004
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(425) 502-7693
Other Offices
1

ReceiptFinancials

Total AUM
$403.9M
Accounts
1,448
Discretionary
$378M
Accounts
1,340
Non-Discretionary
$25.9M
Accounts
108

ContactClients

View more in analytics →

Individual Clients
292
AUM
$107.4M
HNW Individual Clients
132
AUM
$290.3M
Charitable Organization Clients
2
AUM
$6.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCANHORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account