Overview
Assets Under Management: $2.6 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 231
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.22
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 385
Discretionary Accounts: 385
Regulatory Filings
CRD Number: 174336
Last Filing Date: 2025-02-04 00:00:00
Website: https://barwickandpartners.com