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Building 2BELLEVUE ASSET MANAGEMENT, LLC

Map pinBELLEVUE, WA
Phone425-289-1041
NotebookSEC #801-62579
Total AUM
$393.7M
Employees
2
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11400 SE 8TH STREET
SUITE 270
BELLEVUE
WA 98004
United States
Operating Hours
6AM TO 3PM
Monday - Friday
Phone
425-289-1041

ReceiptFinancials

Total AUM
$393.7M
Accounts
593
Discretionary
$393.7M
Accounts
593
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
128
AUM
$41.2M
HNW Individual Clients
91
AUM
$329.9M
Charitable Organization Clients
1
AUM
$6.8M
Corporation or Business Clients
1
AUM
$15.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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