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Building 2THE CAPELOTO & HEDRICK CO

Map pin
Phone206-659-1715
NotebookSEC #801-134220
Total AUM
$128.5M
Employees
3
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT ONLY
BY APPOINTMENT
Phone
206-659-1715

ReceiptFinancials

Total AUM
$128.5M
Accounts
414
Discretionary
$128.5M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$51.5M
HNW Individual Clients
36
AUM
$77M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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