Stefan Cobb, financial advisor Seattle WA

Stefan Cobb

CRD Number: 1550252
Current Firm: Focus Capital, LLC

Stefan Cobb (CRD# 1550252) is an Investment Advisor Representative working at Focus Capital, LLC in Seattle, WA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Focus Capital LLC Seattle, WA Oct 1999 - Current 24
Coldstream Capital Management Inc. Seattle, WA Oct 2015 - Oct 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Stefan W. Cobb
Phone Number: (206)262-1222
Registered State(s):
  • WA
Current Firm Details
Focus Capital, LLC
Firm's CRD Number: 118068
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $740,345
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

WA

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