Overview
Assets Under Management: $847 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 223
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 223
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.25
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 545
Discretionary Accounts: 518
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 145322
Last Filing Date: 2024-03-15 00:00:00
Website: https://fulcrumcapllc.com