401 Union Street
Suite 3700
Seattle, Washington 98101
Tel: 212-902-1000
APTITUDE INVESTMENT MANAGEMENT LP, formally registered with the SEC as APTITUDE INVESTMENT MANAGEMENT LP. The firm was established in 03/26/2012. They have over 1 offices throughout the country.
APTITUDE INVESTMENT MANAGEMENT LP is a Seattle, Washington based Financial Planning firm with nearly $6,547,273,135 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159070 |
SEC# | 801-74419 |
Assets Managed by Firm | $6,547,273,135 |
No. of Clients | 18 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 18 | $6,547,273,135 |
Pension and profit sharing plans | 2 | $2,055,447,218 |
Corporations or other businesses | 2 | $1,805,587,161 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$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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