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ELLIOTT COVE CAPITAL MANAGEMENT
1000 Second Avenue
Suite 1440
Seattle, Washington 98104
Tel: 206-267-2683
About ELLIOTT COVE CAPITAL MANAGEMENT
ELLIOTT COVE CAPITAL MANAGEMENT, formally registered with the SEC as ELLIOTT COVE CAPITAL MANAGEMENT. The firm was established in 08/23/2004. They have over 10 offices throughout the country.
ELLIOTT COVE CAPITAL MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $307,782,769 assets under management, offering retirement planning & investment advisory services to 898 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123636 |
| SEC# | 801-63436 |
| Assets Managed by Firm | $307,782,769 |
| No. of Clients | 898 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 898 | $307,782,769 |
| Individuals (other than high net worth individuals) | 605 | $85,469,381 |
| High net worth individuals | 20 | $51,095,660 |
| Pension and profit sharing plans | 62 | $132,047,523 |
| Charitable organizations | 9 | $6,904,327 |
| Corporations or other businesses | 15 | $30,873,602 |
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