Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers (CRD# 315440) is a financial advisory firm headquartered in Seattle, WA. They manage $5,126,260,432 in 2,648 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management5,126MILLION
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Total Number of Accounts2,648ACCOUNTS
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Average Account Value$1,935,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AZ, CA, CO, CT, DE, FL, HI, ID, LA, ME, MN, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA
James Callaghan (CRD# 2767423) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 27 years of experience in the finance industry.
Andrea Durbin (CRD# 2259878) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 30 years of experience in the finance industry.
Michael Gerke (CRD# 4557286) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.
Emily Kopp (CRD# 6217210) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 7 years of experience in the finance industry.
Julie Parisio Roy (CRD# 2945708) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 26 years of experience in the finance industry.
Curtis Pepin (CRD# 2551288) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 29 years of experience in the finance industry.
Steven Phelps (CRD# 1632457) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 37 years of experience in the finance industry.
Patrick Rodgers (CRD# 4557302) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.
Michael Schultz (CRD# 4764070) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has 1 year of experience in the finance industry.
Edwin Sondgroth (CRD# 4487821) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.