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GARDE CAPITAL, INC.

1301 Fifth Avenue
Suite 3030
Seattle, Washington 98101
Tel: 206-552-7900

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About GARDE CAPITAL, INC.

GARDE CAPITAL, INC, formally registered with the SEC as GARDE CAPITAL, INC. The firm was established in 08/13/2009. They have over 1 offices throughout the country.

GARDE CAPITAL, INC. is a Seattle, Washington based Financial Planning firm with nearly $2,257,467,432 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151043
SEC#801-70472
Assets Managed by Firm$2,257,467,432
No. of Clients490
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total490$2,257,467,432
Individuals (other than high net worth individuals)146$69,218,081
High net worth individuals297$1,813,836,208
Pension and profit sharing plans21$184,084,301
Charitable organizations21$137,461,416
Corporations or other businesses5$52,867,426

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