FIRST WASHINGTON CORPORATION

Overview

First Washington Corporation is a SEC-registered corporate advisory firm that has been operating since 2006. The firm serves both individual and family clients as well as institutional investors, providing portfolio management services with a fee model based on a percentage of assets under management. Its stated advisory activity focuses on portfolio management for individuals and small businesses. The firm is not positioned as a multi-state adviser, a pension consultant, or a capital allocator, and it does not flag itself as an active ESG investor. Ownership is described as a mix of a domestic entity and an individual. The firm's regulatory classification in the source material is unclassified. These attributes, together with the small client count and concentrated asset base, suggest a boutique-style advisory practice rather than a large advisory platform.

Assets & Accounts

Public Holdings

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Location & Offices