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Michael Robert Gerke

BADGLEY, PHELPS AND BELL, INC.·SEATTLE, Washington
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1420 FIFTH AVENUE, SEATTLE, WA 98101-2349CRD# 4557286Firm CRD# 108392
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About

Michael Robert Gerke is a registered financial advisor based in SEATTLE, Washington, affiliated with BADGLEY, PHELPS AND BELL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
BADGLEY, PHELPS AND BELL, INC.
BADGLEY PHELPS WEALTH MANAGERS
AUM
$3.8B
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4557286
Firm CRD# 108392
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Robert Gerke offer?
Michael Robert Gerke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Michael Robert Gerke's credentials?
Michael Robert Gerke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Robert Gerke located?
Michael Robert Gerke is based in SEATTLE, Washington, working with BADGLEY, PHELPS AND BELL, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Michael Robert Gerke charge for services?
Michael Robert Gerke's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BADGLEY, PHELPS AND BELL, INC.?
BADGLEY, PHELPS AND BELL, INC. has approximately 22 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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