Barwick & Partners, Inc.

Barwick & Partners, Inc. (CRD# 174336) is a financial advisory firm headquartered in Seattle, WA. They manage $2,327,727,937 in 453 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3825 Interlake Ave N., Suite A, Seattle, WA 98103
By the Numbers
  • Total Assets Under Management
    2,328
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $5,138,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Barwick & Partners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Barwick, financial advisor Seattle WA
Jonathan A. Barwick
CRD#: 1347131
3825 Interlake Ave N., Suite A, Seattle, WA 98103

Jonathan Barwick (CRD# 1347131) is an Investment Advisor Representative working at Barwick & Partners, Inc. in Seattle, WA and has over 38 years of experience in the finance industry.

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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