Overview
Assets Under Management: $858 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 4
Average Client Assets: $46 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.68
Average High-Net-Worth Client Assets: $46 million
Total Client Accounts: 2,369
Discretionary Accounts: 2,346
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 315663
Filing ID: 1944506
Last Filing Date: 2025-03-04 08:01:00
Website: https://pacificsagepartners.com