Overview
Assets Under Management: $291 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 564
Discretionary Accounts: 563
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 304462
Last Filing Date: 2025-01-31 00:00:00
Website: https://unionviewwp.com