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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Firm Name	Assets Under Management	Total Clients	Total Advisors

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