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Home > Retirement Planners > washington > seattle > BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue
Suite 3000
Seattle, Washington 98101
Tel: 206-623-4739
About BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
BENTALLGREENOAK (US) LIMITED PARTNERSHIP, formally registered with the SEC as BENTALLGREENOAK (US) LIMITED PARTNERSHIP. The firm was established in 07/25/1985. They have over 7 offices throughout the country.
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP is a Seattle, Washington based Financial Planning firm with nearly $24,747,000,000 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 95 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111470 |
| SEC# | 801-24618 |
| Assets Managed by Firm | $24,747,000,000 |
| No. of Clients | 17 |
| No. of Advisors | 95 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (ALL SERVICES PROVIDED ARE REAL ESTATE RELATED INVESTMENT ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $24,747,000,000 |
| Pension and profit sharing plans | 4 | $6,460,000,000 |
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