Bondstreet Wealth Management, LLC is a large advisory firm based in Everett. It manages $133.24 million of regulatory assets for 864 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Nebraska, Oregon, Texas, and Washington.
Bondstreet Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bondstreet Wealth Management, LLC is $133.24 million. The firm's AUM has grown by 178% 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 Bondstreet Wealth Management, LLC 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 principal office where Bondstreet Wealth Management, LLC performs its advisory services is located at 2911 Bond Street, Suite 200, Everett, WA 98201, which is also the mailing address of the firm. An additional office of the firm is in Riverside, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-212-3777 or by fax 425-252-4779. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.bauerevans.com.