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Building 2PINNACLE PARTNER MANAGEMENT LLC

Map pinSEATTLE, WA
Phone206 369-2380
NotebookSEC #801-129116
Total AUM
$264.6M
Employees
6
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1421 34TH AVE
SUITE 215
SEATTLE
WA 98122
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
206 369-2380

ReceiptFinancials

Total AUM
$264.6M
Accounts
13
Discretionary
$264.6M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
13
AUM
$264.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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