Investment adviser · CRD 127672

KIBBLE & PRENTICE HOLDING COMPANY

Investment adviser filing (IA)

SEATTLE, WA, United States · Form ADV filed Mar 27, 2017

Regulatory AUM
$4.01B
Form ADV · Item 5.F
Client accounts
242
Accounts, not individual clients
Employees
288
Reported in this filing
Advisory professionals
13
Investment advisory functions

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: Mar 27, 2017. View historical filings

Reported services

Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Commissions

Principal office

601 UNION STREET, SUITE 1000
SEATTLE, WA, 98101-4064, United States

CRD 127672

Filing source

Form ADV 1097450 · Mar 27, 2017 · 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.