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CROSSWATER
BELLEVUE, WA
425-451-1382
SEC #801-62365Total AUM
$50.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
845 106TH AVENUE NE
SUITE 103
BELLEVUE
WA 98004
United States
SUITE 103
BELLEVUE
WA 98004
United States
Operating Hours
7:00A.M.-3:00P.M.
Monday - Friday
Monday - Friday
Phone
425-451-1382
Financials
Total AUM
$50.8M
Accounts
69Discretionary
$20.9M
Accounts
29Non-Discretionary
$29.8M
Accounts
40
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLMNWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.