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Home > Retirement Planners > washington > seattle > KUTSCHER BENNER BARSNESS & STEVENS, INC.
KUTSCHER BENNER BARSNESS & STEVENS, INC.
705 Second Avenue, Suite 800
Seattle, Washington 98104
Tel: 206-462-6100
About KUTSCHER BENNER BARSNESS & STEVENS, INC.
KUTSCHER BENNER BARSNESS & STEVENS, INC, formally registered with the SEC as KUTSCHER BENNER BARSNESS & STEVENS, INC. The firm was established in 06/16/1995. They have over 7 offices throughout the country.
KUTSCHER BENNER BARSNESS & STEVENS, INC. is a Seattle, Washington based Financial Planning firm with nearly $550,822,080 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107475 |
| SEC# | 801-49160 |
| Assets Managed by Firm | $550,822,080 |
| No. of Clients | 681 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 681 | $550,822,080 |
| Individuals (other than high net worth individuals) | 53 | $23,713,992 |
| High net worth individuals | 121 | $514,268,292 |
| Charitable organizations | 5 | $12,839,796 |
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