Marsjewett Financial Group

RIASEC RegisteredEst. 2018

Total AUM

$901M

Discretionary

$896M

99% of AUM

Avg account

$426K

Accounts

2,115

Employees

16

Advisory reps

9

Firm details

Headquarters: Bellevue, Washington
CRD number: 297388
Registered since: July 6, 2018
Website: www.marsjewett.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.56%
Individuals12.44%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Marsjewett Financial Group is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Fee arrangements include percentage-of-assets and fixed fees. FINTRX classifies the firm as a capital allocator; it is not identified as an active ESG investor, pension consultant, or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds84%
Exchange Traded Equities10%
Cash & Cash Equivalents4%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

3 of 3

Manoj John
Chief Compliance OfficerCRD 6938502
Brian Mars
President, COOCRD 4694440
Scott Jewett
CEO, Senior Financial AdvisorCRD 2587905

Contacts

3 of 6

Brock Mackenzie
Financial Planning AssociateCRD 7380205
Elizabeth Sowle
Senior Financial AdvisorCRD 4328630
John Wright
Financial Planning AssociateCRD 7238917

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 25

Active vs passive

$428M in ETFs

Passive

39%

$166M

Active

61%

$262M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)	Dimensional	Active	Large Blend	$168M	3,259,597	39.34%

Unlock additional holdings →

Primary office

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: 11235 Se 6th St
Time zone: PT (UTC-8)
Office locations

Similar firms

Emerald Advisors, LLC

Bellevue, WA

AUM $941MTEAM 10REPS 5

Integrated Quantitative Investments LLC

Bellevue, WA

AUM $845MTEAM 6REPS 6

Asset One Wealth Management, LLC

Bellevue, WA

AUM $983MTEAM 19REPS 19

Basecamp Wealth Advisors, LLC

Bellevue, WA

AUM $1.1BTEAM 4REPS 5

Fortis Capital Management LLC

Bellevue, WA

AUM $1.2BTEAM 22REPS 17

Avier Wealth Advisors

Bellevue, WA

AUM $1.2BTEAM 20REPS 16

More RIAs in Bellevue →All Washington RIAs →