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Building 2CLOUD CAPITAL

Map pinSEATTLE, WA
Phone8007954303
NotebookSEC #801-128329
Total AUM
$300.2M
Employees
5
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 ALASKAN WAY S
SUITE 200
SEATTLE
WA 98104
United States
Operating Hours
8-5 PACIFIC
Monday - Friday
Phone
8007954303
Other Offices
2

ReceiptFinancials

Total AUM
$300.2M
Accounts
396
Discretionary
$300.2M
Accounts
396
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$26.7M
HNW Individual Clients
65
AUM
$273.5M
Corporation or Business Clients
1
AUM
$53.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLTXWA

HandshakeAffiliates

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

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