Overview

Assets Under Management: $217 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 15
Average Client Assets: $14 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 20
Discretionary Accounts: 20

Regulatory Filings

CRD Number: 112499
Last Filing Date: 2025-01-10 00:00:00
Website: HTTP://WWW.SANDERCAPITAL.COM