Bellevue Asset Management, LLC

Bellevue Asset Management, LLC (CRD# 129194) is a financial advisory firm headquartered in Bellevue, WA. They manage $183,156,385 in 782 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $234,215
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Bellevue Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael R. Vila
CRD#: 3264025
11400 Se 8th Street, Suite 270, Bellevue, WA 98004
96
Wealthminder
score

Michael Vila (CRD# 3264025) is an Investment Advisor Representative working at Bellevue Asset Management, LLC in Bellevue, WA and has over 17 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.

2
Jill C. McVey
CRD#: 1540771
11400 Se 8th Street, Suite 270, Bellevue, WA 98004
93
Wealthminder
score

Jill McVey (CRD# 1540771) is an Investment Advisor Representative working at Bellevue Asset Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

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