Be advised. This firm is no longer registered.

Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers (CRD# 108392) is a financial advisory firm headquartered in Seattle, WA. They manage $3,818,379,798 in 1,938 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
https://online.badgley.com
By the Numbers
  • Total Assets Under Management
    3,818
    MILLION
  • Total Number of Accounts
    1,938
    ACCOUNTS
  • Average Account Value
    $1,970,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, HI, ID, LA, ME, MN, MT, NC, NJ, NM, NV, OR, PA, TX, WA

Financial Advisors at Badgley Phelps Wealth Managers
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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