BELLEVUE ASSET MANAGEMENT, LLC

BELLEVUE ASSET MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 129194). Regulatory assets under management: $393.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

NameRoleLocation
Michael Ramirez VilaMEMBER—
Jill Christine McveyCHIEF COMPLIANCE OFFICER/MEMBER—
VILA MICHAEL RAMIREZMEMBER—
HEBNER LAWRENCE CHARLESMEMBER—
RIDGE PATSY LYNNMEMBER—
MCVEY JILL CHRISTINECHIEF COMPLIANCE OFFICER/MEMBER; MEMBER—

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