Bellevue Asset Management, Llc (Bellevue)
Bellevue Asset Management, Llc Is a Large Advisory Firm Based in Bellevue. It Manages $212.04 Million of Regulatory Assets for 572 Client Accounts. It Has Been...
Bellevue Asset Management, LLC is a large advisory firm based in Bellevue. It manages $212.04 million of regulatory assets for 572 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Oregon, Texas, and Washington.
Bellevue Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bellevue Asset Management: assets under management
The assets under management (AUM) of Bellevue Asset Management, LLC is $212.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $212.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.7 thousand each.
Bellevue Asset Management has custody of $135.89 million in cash and securities for 207 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 46% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
