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Building 2LNW

Map pinSEATTLE, WA
Phone206-464-5100
NotebookSEC #801-36445
Total AUM
$12.2B
Employees
169
Clients
1,149

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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