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Robert Spencer Potts

SILVER CREEK ADVISORY PARTNERS LLC·SEATTLE, Washington
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1301 FIFTH AVENUE, 40TH FLOOR, SEATTLE, WA 98101-2603CRD# 2307355Firm CRD# 156667
01

About

Robert Spencer Potts is a registered financial advisor based in SEATTLE, Washington, affiliated with SILVER CREEK ADVISORY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SILVER CREEK ADVISORY PARTNERS LLC
SILVER CREEK ADVISORY PARTNERS LLC
AUM
$8.5B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at SILVER CREEK ADVISORY PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PLEASE REFER TO THE DISCLOSURES IN SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 2307355
Firm CRD# 156667
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Spencer Potts offer?
Robert Spencer Potts specializes in Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Robert Spencer Potts's credentials?
Robert Spencer Potts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Spencer Potts located?
Robert Spencer Potts is based in SEATTLE, Washington, working with SILVER CREEK ADVISORY PARTNERS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Robert Spencer Potts charge for services?
Robert Spencer Potts's firm is compensated through percentage of aum, performance-based fees, other: please refer to the disclosures in schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVER CREEK ADVISORY PARTNERS LLC?
SILVER CREEK ADVISORY PARTNERS LLC has approximately 43 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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