Badgley Phelps Wealth Managers

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Trust Score 98%
Trust Score  info_outline

Badgley Phelps Wealth Managers, federally registered in 1973, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 18 advisors. Badgley Phelps Wealth Managers manages $2.6 billion and provides investment advisory services for 673 clients (1:38 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor James Kevin Callaghan
Avg Advisor Trust Score 98
Avg Advisor Years Registered 13
Minimum Investment $1,000,000
Average Client Balance $3,917,499
Total AUM $2.6 billion
Advisor / Client Ratio 1:38
Headquarters Seattle, WA
SEC Filings Forms and Brochures    (CRD # 108392)
State(s) Registered AK, AZ, CA, CO, FL, HI, ID, ME, MN, MT, NV, NJ, NM, NC, OR, PA, TX, WA, WI

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