1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SCA

Map pinGIG HARBOR, WA
Phone253-853-4900
NotebookSEC #801-71332
Total AUM
$207.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7191 WAGNER WAY NW
SUITE 302
GIG HARBOR
WA 98335
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
253-853-4900

ReceiptFinancials

Total AUM
$207.6M
Accounts
2,286
Discretionary
$207.6M
Accounts
2,286
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther Services
Other Services
PROVIDES MODEL PORTFOLIOS TO WRAP FEE PROGRAMS AND OTHER INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOIDMTNENVORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account