THE ENSEMBLE TEAM

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
3

Firm details

Headquarters
SEATTLE, Washington
CRD number
331144
Registered since
July 22, 2024
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

The Ensemble Team is a limited liability company that registered with the SEC in 2024 and positions itself as a capital allocator and manager-of-managers. The firm’s principal advisory activity is the selection of other advisers: it evaluates and selects external investment managers to implement client strategies rather than running a large in‑house suite of portfolio managers. Ownership is reported as a domestic entity with an individual owner. The firm reports a nonstandard fee structure and does not identify as an active ESG investor. It is not classified as a multi‑state adviser, pension consultant, or related adviser. The Ensemble Team lists an industry affiliation with an insurance company, which suggests ties to insurance-related distribution, product sourcing, or client relationships that use insurance platforms. That affiliation may influence the types of manager relationships or product wrappers the firm prefers when constructing client solutions.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MARK JAEGER

    COO & CCOCRD 1308398

  • ADRIEL TAM

    Founder & CEOCRD 5301024

Contacts

1 of 1
  • MARY ANN FERREIRA

    Financial PlannerCRD 704062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
450 Alaskan Way S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth