Sumiko Taku (CRD# 7486251) is an Investment Advisor Representative working at Blue Ridge Investments LLC in Mountlake Terrace, WA and has over 2 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunset Hill LLC | Seattle, WA | Nov 2021 - Current | 2 |
| Blue Ridge Investments LLC | Seattle, WA | Sep 2021 - Current | 2 |
| Sunset Hill Capital LLC | Sheridan, WY | May 2021 - Current | 3 |
| Tellus You Care | Seattle, WA | Sep 2019 - Sep 2021 | 2 |
| Mckinsey And Company | Seattle, WA | Sep 2017 - Sep 2019 | 2 |
| Oorja Solutions | Uttar-pradesh, | Jun 2017 - Aug 2017 | < 1 |
| Oorja Solutions | Ille-de France, | Jun 2017 - Aug 2017 | < 1 |
| University Of Pennsylvania- The Wharton School | Philadelphia, PA | Sep 2016 - May 2017 | < 1 |
| Fidelity International | Roppongi, | Jun 2016 - Aug 2016 | < 1 |
| University Of Pennsylvania - The Wharton School | Philadelphia, PA | May 2015 - May 2016 | 1 |
| Barclays Securities | Roppongi, | Jun 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- WA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$3,687,394
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
WA
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