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TSCHETTER GROUP

2155 112th Ave Ne
Bellevue, Washington 98004
Tel: 425-998-9960

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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 StatusApproved
Firm CRD#301548
SEC#801-115160
Assets Managed by Firm$1,814,568,555
No. of Clients976
No. of Advisors15

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 ClientsAUM
Firm Total976$1,814,568,555
Individuals (other than high net worth individuals)209$72,863,692
High net worth individuals132$1,643,604,808
Charitable organizationsFewer than 5 clients$4,741,417
Corporations or other businesses10$71,053,120

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