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Building 2THRESHOLD GROUP, LLC

Map pinSEATTLE, WA
Phone206-748-3670
NotebookSEC #801-62712
Total AUM
$3.4B
Employees
53
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1415 WESTERN AVENUE
SUITE 600
SEATTLE
WA 98101
United States
Operating Hours
8:00AM - 5:00PM PST
Monday - Friday
Phone
206-748-3670

ReceiptFinancials

Total AUM
$3.4B
Accounts
1,400
Discretionary
$1.5B
Accounts
941
Non-Discretionary
$1.9B
Accounts
459

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMAMDMINHNJNYORPATXWA

HandshakeAffiliates

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

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