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Building 2LNW

Map pinSEATTLE, WA
Phone206-464-5100
NotebookSEC #801-60345
Total AUM
$4.5B
Employees
91
Clients
567

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 SECOND AVENUE, SUITE 1600
SEATTLE
WA 98104-1564
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
206-464-5100
Other Offices
4

ReceiptFinancials

Total AUM
$4.5B
Accounts
2,463
Discretionary
$3.7B
Accounts
2,142
Non-Discretionary
$786.7M
Accounts
321

ContactClients

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Individual Clients
132
AUM
$39.7M
HNW Individual Clients
429
AUM
$4.4B
Pooled Vehicle Clients
1
AUM
$18.4M
Charitable Organization Clients
5
AUM
$28.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDMAMINYORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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