MASTHOLM ASSET MANAGEMENT LLC

SEATTLE, Washington·5 registered advisors·CRD# 110587

SEC# 801-54834206-621-1355

01

Firm Overview

AUM

$960M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at MASTHOLM ASSET MANAGEMENT LLC

5 registered advisors

Andrew James Elofson

SEATTLE, Washington

Robert Lynn Gernstetter

SEATTLE, Washington

Stephen Paul Arnold

SEATTLE, Washington

Theodore John Tyson

SEATTLE, Washington

Thomas Merrill Garr

SEATTLE, Washington

05

Office Locations

SEATTLE, Washington

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Data sourced from SEC Form ADV filings. MASTHOLM ASSET MANAGEMENT LLC (CRD# 110587) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.