BADGLEY, PHELPS AND BELL, INC.

BADGLEY PHELPS WEALTH MANAGERS
SEATTLE, Washington·1 registered advisor·CRD# 108392
SEC# 801-90750206-623-6172
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BADGLEY, PHELPS AND BELL, INC.

1 registered advisor
Michael Robert Gerke
SEATTLE, Washington
05

Office Locations

SEATTLE, Washington
1 advisor

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Data sourced from SEC Form ADV filings. BADGLEY, PHELPS AND BELL, INC. (CRD# 108392) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.