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Building 2FORTIPHI FINANCIAL, LLC

Map pinSEATTLE, WA
Phone206-588-7500
NotebookSEC #801-70213
Total AUM
$65.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 PONTIUS AVE. N.
SUITE 200
SEATTLE
WA 98109
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
206-588-7500

ReceiptFinancials

Total AUM
$65.8M
Accounts
111
Discretionary
$19.6M
Accounts
59
Non-Discretionary
$46.2M
Accounts
52

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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