GARDE CAPITAL, INC.

SEATTLE, Washington·4 registered advisors·CRD# 151043
SEC# 801-704720206-552-7900
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GARDE CAPITAL, INC.

4 registered advisors
Jeffery Lee Lippens
SEATTLE, Washington
Marshal Kerry Mcreal
SEATTLE, Washington
Richard Scott Severs
SEATTLE, Washington
Thomas Reese Owens
SEATTLE, Washington
05

Office Locations

SEATTLE, Washington
4 advisors

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Data sourced from SEC Form ADV filings. GARDE CAPITAL, INC. (CRD# 151043) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.