|
⚲
|
| Brueske Advisory Services LLC
✚
| |
|---|---|
| CRD # | 300689 |
| SEC # | 801-116893 |
| CIK # | |
| AUM | $395.6 MM (2024-02-29) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 425-974-1145 |
| Address | 11245 SE 6th Street, Building B Bellevue, WA 98004 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 106.0 |
| (b) Individuals (high net worth individuals) | 121 | 211.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,490 | 317.7 |
| By Discretionary | ||
| Discretionary | 1,490 | 317.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,490 | 317.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.7 | |
| Total | 1,490 | 317.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SPG Advisors LLC
✚
|
WA | 0.4 |
|
Alta Wealth Advisors LLC
✚
|
MA | 0.4 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.4 |
|
Jackson Square Capital LLC
✚
|
CA | 0.4 |
|
Guidance Point Advisors LLC
✚
|
MA | 0.4 |
|
Madrona Financial Services LLC
✚
|
WA | 0.4 |
|
Wimmer Associates I LLC
✚
|
CA | 0.4 |
|
IMS Capital Management Inc
✚
|
OR | 0.4 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.4 |
|
Northern Capital Management Inc
✚
|
WA | 0.4 |