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Home > Retirement Planners > washington > seattle > BARWICK & PARTNERS, INC.
BARWICK & PARTNERS, INC.
3825 Interlake Ave N.
Suite A
Seattle, Washington 98103
Tel: 206-547-5000
About BARWICK & PARTNERS, INC.
BARWICK & PARTNERS, INC, formally registered with the SEC as BARWICK & PARTNERS, INC. The firm was established in 07/02/2015. They have over 1 offices throughout the country.
BARWICK & PARTNERS, INC. is a Seattle, Washington based Financial Planning firm with nearly $2,584,884,934 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174336 |
| SEC# | 801-100460 |
| Assets Managed by Firm | $2,584,884,934 |
| No. of Clients | 385 |
| No. of Advisors | 2 |
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 businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 385 | $2,584,884,934 |
| High net worth individuals | 231 | $1,091,369,466 |
| Charitable organizations | 24 | $438,051,001 |
| Corporations or other businesses | 130 | $1,055,464,467 |
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