1301 Fifth Avenue
Suite 3030
Seattle, Washington 98101
Tel: 206-552-7900
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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