Point Defiance Capital Management LLC

Point Defiance Capital Management LLC (CRD# 150627) is a financial advisory firm headquartered in Tacoma, WA. They manage $27,353,594 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $1,094,144
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

WA

Financial Advisors at Point Defiance Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bradley C. Lawson
CRD#: 4855728
1145 Broadway, Suite 1350, Tacoma, WA 98402
96
Wealthminder
score

Bradley Lawson (CRD# 4855728) is an Investment Advisor Representative working at Point Defiance Capital Management LLC in Tacoma, WA and has over 12 years of experience in the finance industry.

2
Suzan K. Robertson
CRD#: 1211991
1145 Broadway, Suite 1350, Tacoma, WA 98402
93
Wealthminder
score

Suzan Robertson (CRD# 1211991) is an Investment Advisor Representative working at Point Defiance Capital Management LLC in Tacoma, WA and has over 32 years of experience in the finance industry.

3
Paul G. Carter
CRD#: 5677188
1145 Broadway, Suite 1350, Tacoma, WA 98402
90
Wealthminder
score

Paul Carter (CRD# 5677188) is an Investment Advisor Representative working at Point Defiance Capital Management LLC in Tacoma, WA and has 1 year of experience in the finance industry.

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