Seattle Asset Management, Inc.

Overview

Seattle Asset Management, Inc. is a small, individually owned advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, and it does not identify as an active ESG investor. Filings indicate a clear equity preference: the adviser favors exchange-traded equities as the primary building block for client portfolios rather than broad alternative strategies. Client focus and account structure point to a high-net-worth individual and family base rather than institutional or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices