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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 $1,814,568,555 assets under management, offering retirement planning & investment advisory services to 976 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301548 |
| SEC# | 801-115160 |
| Assets Managed by Firm | $1,814,568,555 |
| No. of Clients | 976 |
| No. of Advisors | 15 |
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 pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 976 | $1,814,568,555 |
| Individuals (other than high net worth individuals) | 209 | $72,863,692 |
| High net worth individuals | 132 | $1,643,604,808 |
| Charitable organizations | Fewer than 5 clients | $4,741,417 |
| Corporations or other businesses | 10 | $71,053,120 |
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