The Ensemble Team
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 331144
- Registered since
- July 22, 2024
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
The Ensemble Team is organized as a limited liability company and is registered with the SEC as an institutional RIA (registration recorded in 2024). FINTRX classifies the firm as a capital allocator that focuses on selecting external managers rather than running extensive in-house strategies. Its advisory activity is described as "Selection Of Other Advisers," and it reports a non-standard fee arrangement ("Other"). The firm is not identified as an active ESG investor, is not a multi-state adviser per the dataset, and is not positioned as a pension consultant. An industry affiliation with an insurance company is noted, which may reflect referral or distribution relationships or a connection to insurance-affiliated capital.
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
Owners & executives
2 of 2
Adriel Tam
Founder & CEOCRD 5301024
Mark Jaeger
COO & CCOCRD 1308398
Contacts
1 of 1
Mary Ann Ferreira
Financial PlannerCRD 704062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Brighton Jones LLC
RIASeattle, WA
Lakeside Advisors Inc
RIASeattle, WA
Laird Norton Wetherby Wealth Management, LLC
RIASeattle, WA
Runde & Co LLC
RIASeattle, WA
Kunath Karren Rinne & Atkin LLC
RIASeattle, WA
Pacific Horizon Investment Management LLC
RIASeattle, WA