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BADGLEY PHELPS WEALTH MANAGERS
Tel: 206-623-6172
1420 Fifth Avenue Suite 3200
Seattle, Washington 98101
BADGLEY PHELPS WEALTH MANAGERS
BADGLEY PHELPS WEALTH MANAGERS is a Seattle, Washington based financial advisory firm with nearly $5,126,260,432 in assets under management and provides investment advisory services for 2648 clients. There are currently 37 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
315440
SEC#:
801-121830
No. of Clients:
2648
Assets under Management
$5,126,260,432
No. of Advisors:
37
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