Overview
Assets Under Management: $228 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 256
Discretionary Accounts: 231
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 158899
Last Filing Date: 2025-02-21 00:00:00
Website: https://viewpointcapitalllc.com