Bellevue Asset Management, LLC
Bellevue Asset Management, LLC (CRD# 129194) is a financial advisory firm headquartered in Bellevue, WA. They manage $194,968,076 in 796 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management195MILLION
Total Number of Accounts796ACCOUNTS
Average Account Value$244,935
- 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
AZ, CA, OR, TX, WA
Michael Vila (CRD# 3264025) is an Investment Advisor Representative working at Bellevue Asset Management, LLC in Bellevue, WA and has over 18 years of experience in the finance industry. Michael Vila has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jill McVey (CRD# 1540771) 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.