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Building 2KERWIN-BELEY & ASSOCIATES, INC.

Map pinSEATTLE, WA
Phone206-352-1500
NotebookSEC #801-13146
Total AUM
$51.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 W MERCER STREET SUITE 407
SEATTLE
WA 98119-3958
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
206-352-1500

ReceiptFinancials

Total AUM
$51.5M
Accounts
266
Discretionary
$46.5M
Accounts
230
Non-Discretionary
$4.9M
Accounts
36

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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