Overview
Assets Under Management: $271 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 85
Average Client Assets: $2.8 million
Frequently Asked Questions
BOGDANOVICH WEALTH MANAGEMENT PLLC 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 #116557), BOGDANOVICH WEALTH MANAGEMENT PLLC is subject to fiduciary duty under federal law.
BOGDANOVICH WEALTH MANAGEMENT PLLC is headquartered in EDMONDS, WA.
BOGDANOVICH WEALTH MANAGEMENT PLLC serves 85 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, BOGDANOVICH WEALTH MANAGEMENT PLLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BOGDANOVICH WEALTH MANAGEMENT PLLC manages $271 million in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, BOGDANOVICH WEALTH MANAGEMENT PLLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.58%
Average Client Assets: $2.8 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 116557
Filing ID: 1834946
Last Filing Date: 2024-03-01 17:16:00