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Building 2PETRIE CAPITAL MANAGEMENT LLC.

Map pinSEATTLE, WA
Phone206-545-0600
NotebookSEC #801-134159
Total AUM
$105.2M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2104 N. 54TH STREET
SUITE 301
SEATTLE
WA 98103
United States
Operating Hours
BY APPOINTMENT.
Monday - Friday
Phone
206-545-0600

ReceiptFinancials

Total AUM
$105.2M
Accounts
107
Discretionary
$105.2M
Accounts
107
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$4.8M
HNW Individual Clients
30
AUM
$98.7M
Charitable Organization Clients
1
AUM
$119.2K
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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