MARSJEWETT FINANCIAL GROUP
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 297388
- Registered since
- July 6, 2018
- Website
- www.marsjewett.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.56%
- Individuals12.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Marsjewett Financial Group is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2018. The firm serves individual and family clients and operates as a capital allocator, meaning it both manages portfolios and selects outside managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine a percentage-of-AUM model with fixed fees. The firm is not identified as an active ESG investor.
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 Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3Manoj John
Chief Compliance OfficerCRD 6938502
BRIAN MARS
President, COOCRD 4694440
SCOTT JEWETT
CEO, Senior Financial AdvisorCRD 2587905
Contacts
3 of 6Brock Mackenzie
Financial Planning AssociateCRD 7380205
ELIZABETH SOWLE
Senior Financial AdvisorCRD 4328630
John Wright
Financial Planning AssociateCRD 7238917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$256M in ETFs
15%
$38.4M
84%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $141M | 3,117,907 | 54.97% |
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
- 11235 SE 6th St
- Time zone
- PT (UTC-8)
- Office locations
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