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Building 2WAYCROSS INVESTMENT MANAGEMENT CO

Map pinBELLINGHAM, WA
Phone360-671-0148
NotebookSEC #801-15376
Total AUM
$70.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1326 COMMERCIAL ST.
BELLINGHAM
WA 98225
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
360-671-0148

ReceiptFinancials

Total AUM
$70.7M
Accounts
95
Discretionary
$70.7M
Accounts
95
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ONE TIME PORTFOLIO ANALYSIS (INVOICED AT AN HOURLY RATE)
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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