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Building 2MCCUTCHEN GROUP LLC

Map pinSEATTLE, WA
Phone206-816-6850
NotebookSEC #801-67647
Total AUM
$3.9B
Employees
21
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
925 FOURTH AVENUE, SUITE 2288
SEATTLE
WA 98104
United States
Operating Hours
8AM TO 5 PM (PACIFIC TIME)
Monday - Friday
Phone
206-816-6850

ReceiptFinancials

Total AUM
$3.9B
Accounts
1,186
Discretionary
$2.7B
Accounts
1,031
Non-Discretionary
$1.2B
Accounts
155

ContactClients

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Individual Clients
22
AUM
$6.9M
HNW Individual Clients
73
AUM
$3.2B
Pooled Vehicle Clients
3
AUM
$124.4M
Charitable Organization Clients
24
AUM
$537.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BOOKKEEPING, HR SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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