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LNW
SEATTLE, WA
206-464-5100
SEC #801-36445Total AUM
$12.2B
Employees
169Clients
1,149Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 SECOND AVENUE, SUITE 1600
SEATTLE
WA 98104
United States
SEATTLE
WA 98104
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
206-464-5100
Other Offices
4
Financials
Total AUM
$12.2B
Accounts
6,041Discretionary
$11.7B
Accounts
5,804Non-Discretionary
$499.8M
Accounts
237
Clients
Individual Clients
229AUM
$190.4M
HNW Individual Clients
850AUM
$10.5B
Investment Company Clients
1AUM
$7.5M
Pooled Vehicle Clients
3AUM
$54.2M
Pension/Profit Sharing Plan Clients
1AUM
$111.6M
Charitable Organization Clients
28AUM
$709.3M
Corporation or Business Clients
18AUM
$526M
Other Clients
19AUM
$115.6M
Description of Other Clients
LIMITED COMPANY
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTFLIDILMAMDMIMNNCNHNJNMNVNYOHORPATXUTVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.