Seattle Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,908,254
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$5,181,651
About
Seattle Asset Management is a state-registered independent investment adviser that provides discretionary investment management and consulting to a very small client base that includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm documents clients’ personal financial circumstances and objectives and uses an Investment Policy Statement to govern portfolio management and any imposed restrictions.
The firm primarily relies on fundamental analysis and a proprietary model built around seven guiding principles to manage equity, fixed‑income, and balanced portfolios with a long-term orientation. It defines risk as the permanent erosion of capital rather than short-term volatility and emphasizes asset allocation as the central risk‑management tool.
Compared with many peers, the firm’s acceptance of charitable organization clients and its operation with a very limited number of relationships are notable, supporting a highly individualized, team-style advisory approach and householding of related accounts. Clients are expected to custody assets at the adviser’s recommended custodian, and the firm does not vote proxies, keeping custodial and voting responsibilities separate from its advisory role.
Client services
Portfolio management
Consulting services, expert witness
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $6,000,000: 2.00% $6,000,001 - $10,000,000: 1.75% $10,000,001+: Negotiable
$275.00 per hour, billed in 15-minute increments, not negotiable
Account minimum: Equity / Balanced: $500,000 per account/household; Fixed Income: $1,000,000 per account/household
Main office location
Seattle Asset Management, Inc.
Bainbridge Island WA, United States
Number of offices
1
Most active in
Seattle Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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