Overview
Assets Under Management: $142 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 3
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.54
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 596
Discretionary Accounts: 591
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 151684
Filing ID: 1965810
Last Filing Date: 2025-03-24 13:01:00
Website: https://bellinghamcapital.com