Seattle Portfolio Company

Seattle Portfolio Company (CRD# 116316) is a financial advisory firm headquartered in Seattle, WA. They manage $44,179,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $883,580
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Seattle Portfolio Company
Showing 1 - 1 of 1 top financial advisors.
1
Mary A. Beezer
CRD#: 4480422
1127 10th Ave E., Suite 2, Seattle, WA 98102
90
Wealthminder
score

Mary Beezer (CRD# 4480422) is an Investment Advisor Representative working at Seattle Portfolio Company in Seattle, WA and has 1 year of experience in the finance industry.

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