BELLEVUE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 129194
- Registered since
- January 2, 2004
- Website
- bellevueasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.79%
- Individuals10.47%
- Corporations / Businesses4%
- Charitable Organizations1.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bellevue Asset Management, LLC is an independent, individually owned registered investment adviser organized as an LLC and SEC-registered since 2004. The firm focuses on advising individuals and families and offers financial planning alongside portfolio management for individuals, small businesses, and institutions. Its client billing includes asset-based fees as well as hourly and fixed-fee engagements. Bellevue does not present itself as a capital allocator or a pension consultant, and it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities32%
- Private Funds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
2 of 2MICHAEL VILA
Co-Founder & PrincipalCRD 3264025
JILL MCVEY
Co-Founder & PrincipalCRD 1540771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 209Active vs passive
$139M in ETFs
38%
$52.2M
53%
$86.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $10.1M | 252,261 | 7.32% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 11400 SE 8th St
- Time zone
- PT (UTC-8)
- Office locations
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