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Building 2SMARTHARVEST PORTFOLIOS

Map pin
Phone206-841-9944
NotebookSEC #801-131762
Total AUM
$348.1M
Employees
1
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
206-841-9944
Other Offices
1

ReceiptFinancials

Total AUM
$348.1M
Accounts
255
Discretionary
$348.1M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
255
AUM
$348.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUBADVISER SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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