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BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS
SEATTLE, Washington
·
10 registered advisors
·
CRD# 315440
SEC# 801-121830
3
206-623-6172
01
Firm Overview
AUM
$5.1B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC
10 registered advisors
Calvin Mandel Spranger
SEATTLE, Washington
CRD# 2864054
Curtis Lee Pepin
SEATTLE, Washington
CRD# 2551288
James Kevin Callaghan
SEATTLE, Washington
CRD# 2767423
Julie Louise Parisio Roy
SEATTLE, Washington
CRD# 2945708
Katherine Dewert Wham
SEATTLE, Washington
CFA
CRD# 5416174
Megan Elizabeth Wiley
SEATTLE, Washington
CRD# 6338913
Mitzi Wilson Carletti
SEATTLE, Washington
CRD# 1025799
Patrick David Rodgers
SEATTLE, Washington
CRD# 4557302
Steven Clemmer Phelps
SEATTLE, Washington
CRD# 1632457
Timothy John Thomas
SEATTLE, Washington
CRD# 2542160
05
Office Locations
SEATTLE, Washington
10 advisors
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Data sourced from SEC Form ADV filings. BADGLEY PHELPS WEALTH MANAGERS, LLC (CRD# 315440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.