Overview
Assets Under Management: $356 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 115
Average Client Assets: $3 million
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