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Building 2BADGLEY PHELPS WEALTH MANAGERS

Map pinSEATTLE, WA
Phone206-623-6172
NotebookSEC #801-9075
Total AUM
$3.8B
Employees
22
Clients
794

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 FIFTH AVENUE
SUITE 3200
SEATTLE
WA 98101-2349
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
206-623-6172

ReceiptFinancials

Total AUM
$3.8B
Accounts
1,938
Discretionary
$3.6B
Accounts
1,737
Non-Discretionary
$261.5M
Accounts
201

ContactClients

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Individual Clients
206
AUM
$138.9M
HNW Individual Clients
529
AUM
$3.3B
Pension/Profit Sharing Plan Clients
8
AUM
$18.6M
Charitable Organization Clients
34
AUM
$173.6M
Corporation or Business Clients
17
AUM
$184.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLHIIDLAMEMNMTNCNJNMNVORPATXWA

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

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