Bellevue Asset Management, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 129194
- Registered since
- January 2, 2004
- Website
- bellevueasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.79%
- Individuals10.47%
- Corporations / Businesses4%
- Charitable Organizations1.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bellevue Asset Management, LLC is an independent, SEC-registered RIA that has been operating since 2004. The firm is organized as an LLC and is owned by an individual. Its client focus is on individuals and families, and it provides fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services listed on its ADV are financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Bellevue does not identify as an active ESG investor and is not reported as a multi‑state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities32%
- Private Funds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
2 of 2Michael Vila
Co-Founder & PrincipalCRD 3264025
Jill Mcvey
Co-Founder & PrincipalCRD 1540771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 213Active vs passive
$153M in ETFs
39%
$60M
51%
$93.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $11.8M | 250,564 | 7.71% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 11400 Se 8th St
- Time zone
- PT (UTC-8)
- Office locations
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