AdvisorOS Directory
Claim Profile
RF

Robert Bruce Fagenson

NATIONAL ASSET MANAGEMENT, INC.·SEATTLE, Washington
Unclaimed Profile
ONE UNION SQUARE 600 UNIVERSITY STREET, SEATTLE, WA 98101CRD# 1109347Firm CRD# 115927
01

About

Robert Bruce Fagenson is a registered financial advisor based in SEATTLE, Washington, affiliated with NATIONAL ASSET MANAGEMENT, 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
Nonprofits & Foundations
03

Firm Overview

Firm
B. RILEY WEALTH ADVISORS, INC.
B. RILEY WEALTH ADVISORS, INC.
AUM
$7.6B
Regulatory assets under management
Employees
457
Total firm employees
View all advisors at B. RILEY WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1109347
Firm CRD# 115927
10 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 Robert Bruce Fagenson offer?
Robert Bruce Fagenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Robert Bruce Fagenson's credentials?
Robert Bruce Fagenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bruce Fagenson located?
Robert Bruce Fagenson is based in SEATTLE, Washington, working with NATIONAL ASSET MANAGEMENT, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Robert Bruce Fagenson charge for services?
Robert Bruce Fagenson'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 NATIONAL ASSET MANAGEMENT, INC.?
NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B 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 in SEATTLE
Robert Joseph Breshock — PARAMETRIC PORTFOLIO ASSOCIATES LLCWilliam Lerner — NATIONAL ASSET MANAGEMENT, INC.David Charles Levine — NATIONAL ASSET MANAGEMENT, INC.Kimmer Joseph O'reilly — COMET CAPITAL INVESTMENTS, L.P.Aaron William Singleton — PIONEER SQUARE INVESTMENT ADVISOR, LLC
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile