GA
CFA
GA
CFA

Gregory Arquette

4 Years of Experience
Sammamish, WA

Gregory Arquette is a CFA-designated registered investment advisor at Tiger Mountain Capital, based in Sammamish, WA, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $6.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$514K average
Assets Under Management
$6.2M

Fee Structure

Investment management only (planning not offered)

Tiger Mountain Capital charges 1.5% per year on the value of your portfolio. If you are a 'qualified client', you'll pay 1% per year on your portfolio, plus 10% of the capital appreciation during the year. The fees may be negotiable in certain circumstances.

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Location

Sammamish, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tiger Mountain Capital
September 2021 - Present · 4 yrs 8 mos
State Registrations2 states
CAWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Arquette - Financial Advisor | TrueAdvisor