Overview
Assets Under Management: $209 million
Headquarters: BOTHELL, WA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 335
Discretionary Accounts: 272
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 154934
Last Filing Date: 2025-01-20 00:00:00
Website: https://olympicwm.com