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Building 2BASECAMP WEALTH ADVISORS, LLC

Map pinBELLEVUE, WA
Phone425-553-0031
NotebookSEC #801-131913
Total AUM
$1.1B
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 8TH STREET
#1620
BELLEVUE
WA 98004
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
425-553-0031

ReceiptFinancials

Total AUM
$1.1B
Accounts
271
Discretionary
$836.4M
Accounts
234
Non-Discretionary
$240.2M
Accounts
37

ContactClients

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HNW Individual Clients
80
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYWA

HandshakeAffiliates

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

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