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Building 2HIDDEN COVE WEALTH MANAGEMENT

Map pinBAINBRIDGE ISLAND, WA
Phone206-397-4890
NotebookSEC #801-123527
Total AUM
$403.5M
Employees
7
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
249 WINSLOW WAY EAST
SUITE 100
BAINBRIDGE ISLAND
WA 98110
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
206-397-4890

ReceiptFinancials

Total AUM
$403.5M
Accounts
1,081
Discretionary
$398.2M
Accounts
1,053
Non-Discretionary
$5.3M
Accounts
28

ContactClients

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Individual Clients
192
AUM
$63.7M
HNW Individual Clients
81
AUM
$263.6M
Pension/Profit Sharing Plan Clients
49
AUM
$76.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLORTXWA

HandshakeAffiliates

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

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