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Home > Retirement Planners > washington > seattle > GARDE CAPITAL, INC.
GARDE CAPITAL, INC.
1301 Fifth Avenue
Suite 3030
Seattle, Washington 98101
Tel: 206-552-7900
About GARDE CAPITAL, INC.
GARDE CAPITAL, INC, formally registered with the SEC as GARDE CAPITAL, INC. The firm was established in 08/13/2009. They have over 1 offices throughout the country.
GARDE CAPITAL, INC. is a Seattle, Washington based Financial Planning firm with nearly $2,257,467,432 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151043 |
| SEC# | 801-70472 |
| Assets Managed by Firm | $2,257,467,432 |
| No. of Clients | 490 |
| No. of Advisors | 18 |
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
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 490 | $2,257,467,432 |
| Individuals (other than high net worth individuals) | 146 | $69,218,081 |
| High net worth individuals | 297 | $1,813,836,208 |
| Pension and profit sharing plans | 21 | $184,084,301 |
| Charitable organizations | 21 | $137,461,416 |
| Corporations or other businesses | 5 | $52,867,426 |
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