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 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: 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 #3900
SEATTLE, 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.