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Building 2LESA SROUFE & COMPANY, INC.

Map pinSEATTLE, WA
Phone206-838-8383
NotebookSEC #801-63880
Total AUM
$207.3M
Employees
4
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 SECOND AVE
SUITE 304
SEATTLE
WA 98104
United States
Operating Hours
6:30 A.M. - 4:00 P.M.PST
Monday - Friday
Phone
206-838-8383

ReceiptFinancials

Total AUM
$207.3M
Accounts
238
Discretionary
$199.1M
Accounts
206
Non-Discretionary
$8.3M
Accounts
32

ContactClients

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Individual Clients
17
AUM
$3.3M
HNW Individual Clients
221
AUM
$204M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAFLIDNYORWA

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

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