Badgley Phelps Wealth Managers is an investment advisor in Seattle with $4.77 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
863967539
SEC advisor number
801-121830
FINRA CRD number
315440
AUM ?
$5.13 bn
(as of 28 Mar 24)
Accounts
2,648
(as of 28 Mar 24)
Employees
37
(22 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
29 Nov 21