First Washington Corporation
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 6681
- Registered since
- January 30, 2006
- Website
- www.first-wash.com
- Custodians
- U.S. BANK, N.A., DORSEY & WHITNEY TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.6%
- Charitable Organizations30.42%
- Corporations / Businesses6.75%
- Individuals0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
First Washington Corporation is an independent, SEC-registered RIA organized as a corporation and operating since 2006. The firm manages portfolios for individuals, families and some institutional clients, with a stated focus on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. First Washington does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator; it appears to implement investment exposure directly rather than running separate-manager programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities81%
- Cash & Cash Equivalents19%
- US Government Bonds5%
Owners & executives
2 of 2
Brander Richmond
Deputy Chief Investment OfficerCRD 6310433
David Lewis
Chief Executive OfficerCRD 1004661
Contacts
2 of 2Teresa Ann Mcintyre
Secretary and TreasurerCRD 1697791
John Morbeck
Investment AdvisorCRD 339632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$110M in ETFs
26%
$28.7M
74%
$81.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $81.6M | 1,737,492 | 73.99% |
Location
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 2001 6th Ave
- Time zone
- PT (UTC-8)
- Office locations
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