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Building 2HS INVESTMENTS

Map pinEVERETT, WA
Phone425-252-3173
NotebookSEC #801-49235
Total AUM
$81.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2825 COLBY AVE
STE 200
EVERETT
WA 98201
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-252-3173

ReceiptFinancials

Total AUM
$81.1M
Accounts
111
Discretionary
$63.4M
Accounts
85
Non-Discretionary
$17.7M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

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

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