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Eric Geoffrey Petersen

BELLINGHAM CAPITAL MANAGEMENT, INC.·BELLINGHAM, Washington
Unclaimed Profile
316 E MCLEOD RD, BELLINGHAM, WA 98226CRD# 6244785Firm CRD# 151684
01

About

Eric Geoffrey Petersen is a registered financial advisor based in BELLINGHAM, Washington, affiliated with BELLINGHAM CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BELLINGHAM CAPITAL MANAGEMENT, INC.
BELLINGHAM CAPITAL
AUM
$126M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BELLINGHAM CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6244785
Firm CRD# 151684
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Geoffrey Petersen offer?
Eric Geoffrey Petersen specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are Eric Geoffrey Petersen's credentials?
Eric Geoffrey Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Geoffrey Petersen located?
Eric Geoffrey Petersen is based in BELLINGHAM, Washington, working with BELLINGHAM CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does Eric Geoffrey Petersen charge for services?
Eric Geoffrey Petersen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELLINGHAM CAPITAL MANAGEMENT, INC.?
BELLINGHAM CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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