Investment adviser · CRD 45899
MCADAMS WRIGHT RAGEN, INC.
Investment adviser filing (IA)
SEATTLE, WA, United States · Form ADV filed Jul 31, 2014
- Regulatory AUM
- $3.53B Form ADV · Item 5.F
- Client accounts
- 5,004 Accounts, not individual clients
- Employees
- 171 Reported in this filing
- Advisory professionals
- 121 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Jul 31, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
925 FOURTH AVENUE, SUITE #3900SEATTLE, WA, 98104, United States
CRD 45899
Filing source
Form ADV 837391 · Jul 31, 2014 · 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.