Overview
Assets Under Management: $338 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 519
Discretionary Accounts: 356
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 304623
Last Filing Date: 2025-01-10 00:00:00
Website: https://aletheianadvisors.com