11747 Ne 1st Street
Suite 205
Bellevue, Washington 98005
Tel: 425 455-8896
ALTRAVUE CAPITAL, LLC, formally registered with the SEC as ALTRAVUE CAPITAL, LLC. The firm was established in 05/29/2018. They have over 1 offices throughout the country.
ALTRAVUE CAPITAL, LLC is a Bellevue, Washington based Financial Planning firm with nearly $907,812,247 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283260 |
SEC# | 801-113312 |
Assets Managed by Firm | $907,812,247 |
No. of Clients | 52 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 52 | $907,812,247 |
Charitable organizations | 6 | $231,325,022 |
Other investment advisers | Fewer than 5 clients | $153,366,083 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$386,290,864,100 | 132036 | 836 | |
$156,620,655,662 | 744 | 651 | |
$47,233,145,795 | 69895 | 651 | |
$41,232,351,167 | 113 | 12 | |
$26,539,000,000 | 19 | 114 |
Explore More Retirement Advisors in Bellevue, Washington