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Building 2OLIVER CAPITAL MANAGEMENT

Map pinSEATTLE, WA
Phone206-775-7500
NotebookSEC #801-67157
Total AUM
$505.5M
Employees
2
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 UNION STREET
SUITE 3010
SEATTLE
WA 98101-4036
United States
Operating Hours
6AM TO 5PM
Monday - Friday
Phone
206-775-7500

ReceiptFinancials

Total AUM
$505.5M
Accounts
1,786
Discretionary
$48.8M
Accounts
6
Non-Discretionary
$456.7M
Accounts
1,780

ContactClients

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Individual Clients
342
AUM
$119.9M
HNW Individual Clients
110
AUM
$308.6M
Pension/Profit Sharing Plan Clients
24
AUM
$62.9M
Corporation or Business Clients
26
AUM
$14.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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