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Building 2GARDE CAPITAL, INC.

Map pinSEATTLE, WA
Phone206-552-7900
NotebookSEC #801-70472
Total AUM
$2.7B
Employees
18
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 FIFTH AVENUE
SUITE 3030
SEATTLE
WA 98101
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
206-552-7900

ReceiptFinancials

Total AUM
$2.7B
Accounts
512
Discretionary
$2.6B
Accounts
477
Non-Discretionary
$14.8M
Accounts
35

ContactClients

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Individual Clients
120
AUM
$58.6M
HNW Individual Clients
342
AUM
$2.2B
Pension/Profit Sharing Plan Clients
23
AUM
$224.7M
Charitable Organization Clients
21
AUM
$111.5M
Corporation or Business Clients
6
AUM
$56.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAORTXWA

HandshakeAffiliates

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

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