THRESHOLD GROUP, LLC

SEATTLE, Washington·4 registered advisors·CRD# 129903

SEC# 801-62712206-748-3670

01

Firm Overview

AUM

$3.4B

Regulatory assets under management

Employees

53

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at THRESHOLD GROUP, LLC

4 registered advisors

Charles Brown Grace

GIG HARBOR, Washington

Eugene G Grace Iii

GIG HARBOR, Washington

James Brewster Grace

GIG HARBOR, Washington

Michael D Grace

GIG HARBOR, Washington

05

Office Locations

GIG HARBOR, Washington

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Data sourced from SEC Form ADV filings. THRESHOLD GROUP, LLC (CRD# 129903) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.