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Building 2FORESEE WEALTH ADVISORS

Map pinBELLEVUE, WA
Phone425-943-6875
NotebookSEC #801-131758
Total AUM
$146M
Employees
2
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 4TH ST
SUITE 2300
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-943-6875

ReceiptFinancials

Total AUM
$146M
Accounts
393
Discretionary
$146M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$36M
HNW Individual Clients
55
AUM
$104.5M
Charitable Organization Clients
1
AUM
$5M
Corporation or Business Clients
1
AUM
$500K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMNWA

HandshakeAffiliates

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

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