Bellevue Asset Management is an investment advisor in Bellevue with $323.62 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
830354282
SEC advisor number
801-62579
FINRA CRD number
129194
AUM ?
$319.31 mm
(as of 14 Mar 24)
Accounts
566
(as of 14 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Bellevue Asset Management
11400 SE 8TH STREET
SUITE 270
BELLEVUE
WA 98004
11400 SE 8TH STREET
SUITE 270
BELLEVUE
WA 98004
Phone
425-289-1041
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21