Unclaimed Profile

Steven Clemmer Phelps

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington

Series 6, Series 63Clean record39 years registeredBADGLEY PHELPS WEALTH MANAGERS, LLC

1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 1632457Firm CRD# 315440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Clemmer Phelps · SEATTLE, WA

Registration

CRD #1632457 · BADGLEY PHELPS WEALTH MANAGERS, LLC · 39 years registered

Brand Profile

Not yet started

Career History

BADGLEY PHELPS WEALTH MANAGERS

Aug 2021 – present

BADGLEY PHELPS WEALTH MANAGERS

Mar 1987 – Aug 2021

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · March 6, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BADGLEY PHELPS WEALTH MANAGERS, LLC

CRD 315440 · SEC 801-121830

AUM

$5.1B

Regulatory assets under management

Employees

2,648 client accounts

Services offered by BADGLEY PHELPS WEALTH MANAGERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Clemmer Phelps offer?

Steven Clemmer Phelps specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Steven Clemmer Phelps's credentials?

Steven Clemmer Phelps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Clemmer Phelps located?

Steven Clemmer Phelps 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 Steven Clemmer Phelps charge for services?

Steven Clemmer Phelps'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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