Petrie Capital Management LLC

Petrie Capital Management LLC (CRD# 136480) is a financial advisory firm headquartered in Seattle, WA. They manage $83,016,497 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2104 N. 54th Street, Suite 301, Seattle, WA 98103
https://petriecapital.com/
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $1,456,430
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Petrie Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Petrie, financial advisor Seattle WA
Bruce R. Petrie
CRD#: 1215272
Seattle, WA

Bruce Petrie (CRD# 1215272) is an Investment Advisor Representative working at Petrie Capital Management LLC in Seattle, WA and has over 18 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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