Overview
Assets Under Management: $310 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 73
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 921
Discretionary Accounts: 921
Regulatory Filings
CRD Number: 151151
Last Filing Date: 2025-02-14 00:00:00
Website: https://bearmountaincapital.com