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Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,637,626,061
Total clients
2,101
47% high-net worth
Total advisors
27
of 41 employees
Firm size
Multi Team
Average clients per advisor
78
Average account size
$779,451
Client services
Fee options
Negotiable fixed fee determined by multiplying hourly rate by estimated hours
Up to $1,000 per hour, negotiable based on complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
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10900 Ne 8 Th Street, 15 Th Floor Suite 1550
Bellevue WA 98004, United States
Number of offices
1
Quick links
Advisors at this firm
Paul M
Series 63, Series 65
Bellevue, WA
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Kristal M
Series 63, Series 66
Bellevue, WA
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Matthew K
CFP®, Series 63
Bellevue, WA
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Justin S
Series 66
Bellevue, WA
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Eileen C
Series 66
Bellevue, WA
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Jeffrey H
Series 63, Series 65
Bellevue, WA
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James B
Series 63, Series 66
Bellevue, WA
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Griffin S
Series 63, Series 66
Bellevue, WA
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Michael I
Series 63, Series 65
Port Townsend, WA
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Hunter G
Series 66
Bellevue, WA
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Katelyn N
Series 65
Bellevue, WA
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Jonathan M
Series 63, Series 66
Bellevue, WA
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Brendan S
Series 66
Bellevue, WA
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Lee W
Series 63, Series 66
Bellevue, WA
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Kevin C
Series 65
Bellevue, WA
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