Assets Under Management
$427.5M
Number of Clients
31
Number of Advisors
3
Average Client AUM
$13.8M
AUM per Advisor
$142.5M
Compensation
Fee-Only (AUM)
First Washington Corporation, founded in 1937, offers continuous investment advice based on individual client needs. They provide discretionary advisory services through separately managed accounts to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. Their investment philosophy is fundamentally oriented, focusing on growth at a reasonable price (GARP) with a value component.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
2001 6th Ave, Ste 3400, Seattle, WA, 98121