Investment adviser · CRD 108392

BADGLEY PHELPS WEALTH MANAGERS

Investment adviser filing (IA)

BADGLEY, PHELPS AND BELL, INC.

SEATTLE, WA, United States · Form ADV filed May 10, 2021

Regulatory AUM
$3.82B
Form ADV · Item 5.F
Client accounts
1,938
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
18
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals529$3,302,871,58086.5%
Corporations & businesses17$184,475,6464.8%
Charities34$173,562,5584.5%
Individuals206$138,882,4903.6%
Retirement plans8$18,587,5240.5%
Filing source

Form ADV 1539848 · May 10, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 10, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1420 FIFTH AVENUE, SUITE 3200
SEATTLE, WA, 98101-2349, United States

CRD 108392

Filing source

Form ADV 1539848 · May 10, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.