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Building 2NEWGROUND SOCIAL INVESTMENT

Map pinSEATTLE, WA
Phone(206) 522-1944
NotebookSEC #801-123559
Total AUM
$161.1M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 QUEEN ANNE AVE N, SUITE 500
SEATTLE
WA 98109
United States
Operating Hours
BY APPOINTMENT 10:00AM-3:00PM
Monday - Friday
Phone
(206) 522-1944

ReceiptFinancials

Total AUM
$161.1M
Accounts
375
Discretionary
$161M
Accounts
372
Non-Discretionary
$140.2K
Accounts
3

ContactClients

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Individual Clients
67
AUM
$85.7M
HNW Individual Clients
53
AUM
$67.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$3.8M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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