Overview
Assets Under Management: $428 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 23
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.91
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 6681
Last Filing Date: 2024-12-23 00:00:00
Website: HTTP://WWW.FIRST-WASH.COM/