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TSCHETTER GROUP
2155 112th Ave Ne
Bellevue, Washington 98004
Tel: 425-998-9960
About TSCHETTER GROUP
TSCHETTER GROUP, formally registered with the SEC as TSCHETTER GROUP. The firm was established in 05/01/2019. They have over 1 offices throughout the country.
TSCHETTER GROUP is a Bellevue, Washington based Financial Planning firm with nearly $1,336,058,959 assets under management, offering retirement planning & investment advisory services to 831 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 301548 |
| SEC# | 801-115160 |
| Assets Managed by Firm | $1,336,058,959 |
| No. of Clients | 831 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 831 | $1,336,058,959 |
| Individuals (other than high net worth individuals) | 171 | $52,655,137 |
| High net worth individuals | 119 | $1,225,653,360 |
| Charitable organizations | Fewer than 5 clients | $2,653,783 |
| Corporations or other businesses | 5 | $55,096,679 |
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|---|---|---|---|
| $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 |
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