KERWIN-BELEY & ASSOCIATES, INC.
Total AUM
$51.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 W MERCER STREET SUITE 407
SEATTLE
WA 98119-3958
United States
SEATTLE
WA 98119-3958
United States
Operating Hours
8:00-5:00
Monday - Friday
Monday - Friday
Phone
206-352-1500
Financials
Total AUM
$51.5M
Accounts
266Discretionary
$46.5M
Accounts
230Non-Discretionary
$4.9M
Accounts
36
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.