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Building 2WEST INVEST

Map pinBELLINGHAM, WA
Phone360-738-6019
NotebookSEC #801-128653
Total AUM
$304.5M
Employees
10
Clients
691

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 F STREET
BELLINGHAM
WA 98225
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
360-738-6019

ReceiptFinancials

Total AUM
$304.5M
Accounts
1,642
Discretionary
$304.5M
Accounts
1,642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
548
AUM
$115.5M
HNW Individual Clients
136
AUM
$185.8M
Pension/Profit Sharing Plan Clients
4
AUM
$1.5M
Corporation or Business Clients
3
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDMTORTXWA

HandshakeAffiliates

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

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