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Mitzi Wilson Carletti

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington
Unclaimed Profile
1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 1025799Firm CRD# 315440
01

About

Mitzi Wilson Carletti is a registered financial advisor based in SEATTLE, Washington, affiliated with BADGLEY PHELPS WEALTH MANAGERS, LLC. 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 WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS
AUM
$5.1B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1025799
Firm CRD# 315440
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mitzi Wilson Carletti offer?
Mitzi Wilson Carletti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Mitzi Wilson Carletti's credentials?
Mitzi Wilson Carletti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitzi Wilson Carletti located?
Mitzi Wilson Carletti is based in SEATTLE, Washington, working with BADGLEY PHELPS WEALTH MANAGERS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Mitzi Wilson Carletti charge for services?
Mitzi Wilson Carletti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BADGLEY PHELPS WEALTH MANAGERS, LLC?
BADGLEY PHELPS WEALTH MANAGERS, LLC has approximately 37 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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