Bellevue Asset Management, LLC

Bellevue Asset Management, LLC (CRD# 129194) is a financial advisory firm headquartered in Bellevue, WA. They manage $319,308,210 in 566 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
11400 Se 8th Street, Suite 270, Bellevue, WA 98004
http://www.bellevueasset.com
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $564,149
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Bellevue Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jill McVey, financial advisor Bellevue WA
Jill C. McVey
CRD#: 1540771
11400 Se 8th Street, Suite 270, Bellevue, WA 98004

Jill McVey (CRD# 1540771) is an Investment Advisor Representative working at Bellevue Asset Management, LLC in Bellevue, WA and has over 30 years of experience in the finance industry.

2
Michael Vila, financial advisor Bellevue WA
Michael R. Vila
CRD#: 3264025
11400 Se 8th Street, Suite 270, Bellevue, WA 98004

Michael Vila (CRD# 3264025) is an Investment Advisor Representative working at Bellevue Asset Management, LLC in Bellevue, WA and has over 24 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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