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BELLINGHAM CAPITAL
316 E Mcleod Rd
Suite 105
Bellingham, Washington 98226
Tel: 360-685-4240
About BELLINGHAM CAPITAL
BELLINGHAM CAPITAL, formally registered with the SEC as BELLINGHAM CAPITAL. The firm was established in 02/24/2022. They have over 2 offices throughout the country.
BELLINGHAM CAPITAL is a Bellingham, Washington based Financial Planning firm with nearly $125,960,967 assets under management, offering retirement planning & investment advisory services to 596 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151684 |
| SEC# | 801-123303 |
| Assets Managed by Firm | $125,960,967 |
| No. of Clients | 596 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ANALYSIS AND RECOMMENDATIONS FOR PRIVATE PLACEMENT SECURITIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 596 | $125,960,967 |
| Individuals (other than high net worth individuals) | 203 | $56,200,337 |
| High net worth individuals | 27 | $67,926,071 |
| Charitable organizations | Fewer than 5 clients | $342,873 |
| Corporations or other businesses | Fewer than 5 clients | $1,491,686 |
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