Laux Medley Norris Inc. (Seattle)

Name: Laux Medley Norris Inc.
Address: 11502 1 St Avenue Nw, Seattle, WA, 98177
Telephone: 206-322-8414

Laux Medley Norris Inc. is an internet adviser based in Seattle. It manages $1.55 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Laux Medley Norris provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Laux Medley Norris: assets under management

The assets under management (AUM) of Laux Medley Norris Inc. is $1.55 million. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $350 thousand in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Laux Medley Norris Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Laux Medley Norris Inc.

James Robert Medley has been acting as President since 1 Mar 1977. Michael Patrick Laux joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Robert Medley	President	1 Mar 1977	50% - 75%	4386979
Michael Patrick Laux	Vice president	1 Mar 1977	50% - 75%	4386986

Based in Seattle

The principal office where Laux Medley Norris Inc. performs its advisory services is located at 11502 1 St Avenue Nw, Seattle, WA 98177 The mailing address of the firm is 10002 Aurora N #3345, Seattle, WA 98133. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-322-8414 or by fax 206-361-0386. The normal business hours are 8:30 am-1:00pm pst on Monday - Friday. You can find more information about the New York firm at lauxmedleynorris.com.