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Building 2HBC FINANCIAL SERVICES, PLLC

Map pinSEATTLE, WA
Phone206-548-5000
NotebookSEC #801-63872
Total AUM
$447M
Employees
5
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 WESTLAKE AVE N, STE 902
SEATTLE
WA 98109-3529
United States
Operating Hours
8 AM - 4:30 PM
Monday - Friday
Phone
206-548-5000

ReceiptFinancials

Total AUM
$447M
Accounts
674
Discretionary
$433M
Accounts
659
Non-Discretionary
$14M
Accounts
15

ContactClients

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Individual Clients
122
AUM
$31.1M
HNW Individual Clients
144
AUM
$397.9M
Pension/Profit Sharing Plan Clients
3
AUM
$10.6M
Charitable Organization Clients
4
AUM
$4M
Corporation or Business Clients
12
AUM
$3.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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