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
Calvin Spranger (CRD# 2864054) 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.
Mitchell Steiner (CRD# 4946683) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 6 years of experience in the finance industry.
Wendy Taylor (CRD# 4557307) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 23 years of experience in the finance industry.
Timothy Thomas (CRD# 2542160) 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.
Katherine Wham (CRD# 5416174) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 14 years of experience in the finance industry.
Megan Wiley (CRD# 6338913) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Crozet, VA and has over 8 years of experience in the finance industry.
Anna Inveen (CRD# 7661844) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has 1 year of experience in the finance industry.
Natalie Mackey (CRD# 7313378) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 3 years of experience in the finance industry.
Johan Strand (CRD# 7704787) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has 1 year of experience in the finance industry.