Bellingham Capital

Bellingham Capital (CRD# 151684) is a financial advisory firm headquartered in Bellingham, WA. They manage $125,960,967 in 596 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226
http://www.bellinghamcapital.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $211,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Bellingham Capital
Showing 1 - 4 of 4 top financial advisors.
1
Eric Petersen, financial advisor Bellingham WA
Eric G. Petersen
CRD#: 6244785
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226

Eric Petersen (CRD# 6244785) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 10 years of experience in the finance industry.

2
Kerri Russ, financial advisor Bellingham WA
Kerri H. Russ
CRD#: 6416017
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226

Kerri Russ (CRD# 6416017) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 11 years of experience in the finance industry.

3
Brian Smith, financial advisor Bellingham WA
Brian A. Smith
CRD#: 3149295
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226

Brian Smith (CRD# 3149295) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 25 years of experience in the finance industry.

4
Lucille Dobson, financial advisor Bellingham WA
Lucille C. Dobson
CRD#: 7379908
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226

Lucille Dobson (CRD# 7379908) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 2 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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