AdvisorOS Directory
Claim Profile
AB

Amy Kosmos Bautista

KOSMOS MANAGEMENT LLC·SEATTLE, Washington
Unclaimed Profile
601 UNION STREET, SEATTLE, WA 98101-4054CRD# 4701787Firm CRD# 164712
01

About

Amy Kosmos Bautista is a registered financial advisor based in SEATTLE, Washington, affiliated with KOSMOS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KOSMOS MANAGEMENT LLC
KOSMOS MANAGEMENT LLC
AUM
$1.4B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at KOSMOS MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4701787
Firm CRD# 164712
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Amy Kosmos Bautista offer?
Amy Kosmos Bautista specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Amy Kosmos Bautista's credentials?
Amy Kosmos Bautista is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Kosmos Bautista located?
Amy Kosmos Bautista is based in SEATTLE, Washington, working with KOSMOS MANAGEMENT LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Amy Kosmos Bautista charge for services?
Amy Kosmos Bautista's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOSMOS MANAGEMENT LLC?
KOSMOS MANAGEMENT LLC has approximately 21 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KOSMOS MANAGEMENT LLC

David Jonathan Garavan Bunker
SEATTLE, WA
David Warren Kraft
SEATTLE, WA
George Chris Kosmos
SEATTLE, WA
Andrew Alan Quartner
SEATTLE, WA
Phyllis Rose Nomura
SEATTLE, WA
David Alexander Kosmos
SEATTLE, WA

More Advisors in SEATTLE, Washington

Stuart Remley Robertson
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
Nicole' Marie Verbrugghe
STRATEGIC INCOME MANAGEMENT, LLC·SEATTLE, WA
Andrew Daniel Greenshields
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
Andrew Miklos Ferencz
SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC·SEATTLE, WA
Robert Torpy Miller
CAPITAL ONE ADVISORS, LLC·SEATTLE, WA
Sandra Jean Heffernan
PINNACLE PARTNER MANAGEMENT LLC·SEATTLE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)KIRKLAND (52)GIG HARBOR (40)REDMOND (38)MERCER ISLAND (31)EDMONDS (24)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile