Jordan Shimabuku is a registered investment advisor at Altravue Capital, LLC, based in Bellevue, WA, with 3 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Location
11747 NE 1st Street, Suite 205, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Altravue Capital, LLC
Previous Registrations
Citigroup Global Markets INC.Broker
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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