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Building 2CONOVER CAPITAL MANAGEMENT

Map pinBELLEVUE, WA
Phone425-897-7100
NotebookSEC #801-79867
Total AUM
$241.8M
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 108TH AVE NE
SUITE 725
BELLEVUE
WA 98004
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
425-897-7100

ReceiptFinancials

Total AUM
$241.8M
Accounts
593
Discretionary
$75.7M
Accounts
577
Non-Discretionary
$166.2M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
RETIREMENT PLAN CONSULTING, NON QUALIFIED DEFERRED COMPENSATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BILLING ON ASSETS HELD AWAY

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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