Overview
Assets Under Management: $140 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.97
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 169277
Last Filing Date: 2025-02-18 00:00:00
Website: https://fulcrumwa.com