Overview
Assets Under Management: $356 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 115
Average Client Assets: $3 million
Frequently Asked Questions
BELLEVUE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129194), BELLEVUE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BELLEVUE ASSET MANAGEMENT, LLC is headquartered in BELLEVUE, WA.
BELLEVUE ASSET MANAGEMENT, LLC serves 115 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, BELLEVUE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BELLEVUE ASSET MANAGEMENT, LLC manages $356 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, BELLEVUE ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 579
Discretionary Accounts: 579
Regulatory Filings
CRD Number: 129194
Last Filing Date: 2025-02-11 00:00:00
Website: https://bellevueasset.com