Overview
Assets Under Management: $509 million
Headquarters: BOTHELL, WA
High-Net-Worth Clients: 127
Average Client Assets: $2.6 million
Frequently Asked Questions
VIRIDIAN RIA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171332), VIRIDIAN RIA, LLC is subject to fiduciary duty under federal law.
VIRIDIAN RIA, LLC is headquartered in BOTHELL, WA.
VIRIDIAN RIA, LLC serves 127 high-net-worth clients according to their SEC filing dated April 30, 2018. View client details ↓
According to their SEC Form ADV, VIRIDIAN RIA, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VIRIDIAN RIA, LLC manages $509 million in client assets according to their SEC filing dated April 30, 2018.
According to their SEC Form ADV, VIRIDIAN RIA, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.78%
Average Client Assets: $2.6 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,729
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 171332
Filing ID: 1214552
Last Filing Date: 2018-04-30 14:00:00