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| Happy Holidays!! thanks for using AUM13F!! |
| Bellingham Capital Management Inc
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| CRD # | 151684 |
| SEC # | 801-123303 |
| CIK # | |
| AUM | $142.0 M (2025-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 360-685-4240 |
| Address | 316 E Mcleod Rd Bellingham, WA 98226 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 115.1 |
| (b) Individuals (high net worth individuals) | 3 | 26.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 142.0 |
| By Discretionary | ||
| Discretionary | 606 | 141.9 |
| Non-Discretionary | 1 | 0.0 |
| Total | 607 | 142.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.0 | |
| Total | 607 | 142.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Advisory Services LLC
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|
PA | 0.1 |
|
Calculated Wealth LLC
✚
|
WI | 0.1 |
|
FLFS Advisory LLC
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|
NY | 0.1 |
|
Truman Wealth Advisors LLC
✚
|
MO | 0.1 |
|
TIDE Cove Capital Partners LLC
✚
|
0.1 | |
|
Cavalcade Capital LLC
✚
|
NY | 0.1 |
|
Cook Financial Designs Inc
✚
|
VA | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |
|
Roxbury Financial LLC
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|
NJ | 0.1 |
|
CPWA LLC
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|
OR | 0.1 |