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TIETON CAPITAL MANAGEMENT
4700 Tieton Drive, Suite C
Yakima, Washington 98908-3480
Tel: 509-965-6488
About TIETON CAPITAL MANAGEMENT
TIETON CAPITAL MANAGEMENT, formally registered with the SEC as TIETON CAPITAL MANAGEMENT. The firm was established in 05/23/2006. They have over 1 offices throughout the country.
TIETON CAPITAL MANAGEMENT is a Yakima, Washington based Financial Planning firm with nearly $194,703,811 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135769 |
| SEC# | 801-66657 |
| Assets Managed by Firm | $194,703,811 |
| No. of Clients | 89 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 89 | $194,703,811 |
| Individuals (other than high net worth individuals) | 28 | $30,790,679 |
| High net worth individuals | 16 | $68,213,739 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,456,869 |
| Charitable organizations | Fewer than 5 clients | $29,287,180 |
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