Garde Capital, Inc. is a large advisory firm based in Seattle. It manages $993.25 million of regulatory assets for 495 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Hawaii, and 5 other states.
Garde Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Garde Capital, Inc. is $993.25 million. The firm's AUM has grown by 805% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Garde Capital, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Marshal Kerry Mcreal is high net worth individuals with 314 clients and $717.89 million of assets under management. Among the 7 most similar advisory firms, Garde Capital has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $993.25 million for 495 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Garde Capital doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Marshal Kerry Mcreal has been acting as President since 1 Jun 2009. Jeffery Lee Lippens joined the executive team most recently as the President & Treasurer.
The principal office where Garde Capital, Inc. performs its advisory services is located at 1301 Fifth Avenue, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-552-7900 or by fax 206-552-7909. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at gardecapital.com.