Overview
Assets Under Management: $473 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 105
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 200
Discretionary Accounts: 200
Regulatory Filings
CRD Number: 105168
Last Filing Date: 2025-01-17 00:00:00
Website: https://msinvest.com