Overview
Assets Under Management: $735 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 7
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.22
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 1,967
Discretionary Accounts: 1,942
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 297388
Filing ID: 1944069
Last Filing Date: 2025-03-28 10:03:00
Website: https://marsjewett.com