LESA SROUFE & COMPANY, INC.
Total AUM
$207.3M
Employees
4Clients
238Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
801 SECOND AVE
SUITE 304
SEATTLE
WA 98104
United States
SUITE 304
SEATTLE
WA 98104
United States
Operating Hours
6:30 A.M. - 4:00 P.M.PST
Monday - Friday
Monday - Friday
Phone
206-838-8383
Financials
Total AUM
$207.3M
Accounts
238Discretionary
$199.1M
Accounts
206Non-Discretionary
$8.3M
Accounts
32
Clients
Individual Clients
17AUM
$3.3M
HNW Individual Clients
221AUM
$204M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKCAFLIDNYORWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.