BELLEVUE ASSET MANAGEMENT, LLC

11400 Se 8th Street
Suite 270
Bellevue, Washington 98004
Tel: 425-289-1041

About BELLEVUE ASSET MANAGEMENT, LLC

BELLEVUE ASSET MANAGEMENT, LLC, formally registered with the SEC as BELLEVUE ASSET MANAGEMENT, LLC. The firm was established in 01/02/2004. They have over 1 offices throughout the country.

BELLEVUE ASSET MANAGEMENT, LLC is a Bellevue, Washington based Financial Planning firm with nearly $355,927,184 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129194
SEC#	801-62579
Assets Managed by Firm	$355,927,184
No. of Clients	579
No. of Advisors	2

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

Firm Client Information

	No. of Clients	AUM
Firm Total	579	$355,927,184
Individuals (other than high net worth individuals)	104	$27,749,760
High net worth individuals	115	$309,392,675
Charitable organizations	Fewer than 5 clients	$6,111,058
Corporations or other businesses	Fewer than 5 clients	$12,673,691

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