Wurts & Associates Inc. is a large advisory firm based in Seattle. It manages $21.31 billion of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Washington.
Wurts & Associates provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wurts & Associates Inc. is $21.31 billion. The firm's AUM has grown by 1027% 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 Wurts & Associates 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.
William Whitney Wurts has been acting as President since 1 Aug 2001. Warren R Spencer joined the executive team most recently as the Cco.
The principal office where Wurts & Associates Inc. performs its advisory services is located at 999 Third Avenue, Seattle, WA 98104, which is also the mailing address of the firm. An additional office of the firm is in El Segundo, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-622-3700 or by fax 206-622-0548. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at wurts.com.