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Home > Retirement Planners > washington > bellevue > ALTRAVUE CAPITAL, LLC
ALTRAVUE CAPITAL, LLC
11747 Ne 1st Street
Suite 205
Bellevue, Washington 98005
Tel: 425 455-8896
About ALTRAVUE CAPITAL, LLC
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 $1,405,847,440 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283260 |
| SEC# | 801-113312 |
| Assets Managed by Firm | $1,405,847,440 |
| No. of Clients | 17 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $1,405,847,440 |
| Charitable organizations | 6 | $341,168,182 |
| Other investment advisers | Fewer than 5 clients | $232,264,099 |
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