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Building 2KUTSCHER BENNER BARSNESS & STEVENS, INC.

Map pinSEATTLE, WA
Phone206-462-6100
NotebookSEC #801-49160
Total AUM
$627.8M
Employees
7
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 WESTERN AVE, SUITE 600
SEATTLE
WA 98101
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
206-462-6100
Other Offices
7

ReceiptFinancials

Total AUM
$627.8M
Accounts
685
Discretionary
$0
Accounts
0
Non-Discretionary
$627.8M
Accounts
685

ContactClients

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Individual Clients
51
AUM
$23.1M
HNW Individual Clients
129
AUM
$589.9M
Charitable Organization Clients
5
AUM
$14.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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