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Building 2PRIVATE ADVISORY

Map pinREDMOND, WA
Phone425-498-2320
NotebookSEC #801-79100
Total AUM
$1.7B
Employees
31
Clients
713

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16880 NE 79TH STREET
REDMOND
WA 98052
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
425-498-2320
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,461
Discretionary
$1.7B
Accounts
2,415
Non-Discretionary
$1.4M
Accounts
46

ContactClients

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Individual Clients
394
AUM
$187.8M
HNW Individual Clients
284
AUM
$1.5B
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
34
AUM
$28.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNEORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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