Overview
Assets Under Management: $1.6 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 76
Average Client Assets: $21.4 million
Frequently Asked Questions
FILAMENT, 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 #138419), FILAMENT, LLC is subject to fiduciary duty under federal law.
FILAMENT, LLC is headquartered in SEATTLE, WA.
FILAMENT, LLC serves 76 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, FILAMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FILAMENT, LLC manages $1.6 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, FILAMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.84%
Average Client Assets: $21.4 million
Total Client Accounts: 434
Discretionary Accounts: 301
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 138419
Filing ID: 1182402
Last Filing Date: 2018-03-29 19:18:00