|
⚲
|
| Garde Capital Inc
✚
|
|
|---|---|
| CRD # | 151043 |
| SEC # | 801-70472 |
| CIK # | 0001616328 |
| AUM | $2.7 B (2026-03-25) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 206-552-7900 |
| Address | 1301 Fifth Avenue Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 0.1 |
| (b) Individuals (high net worth individuals) | 342 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 0.2 |
| (h) Charitable organizations | 21 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 2.7 |
| By Discretionary | ||
| Discretionary | 477 | 2.6 |
| Non-Discretionary | 35 | 0.0 |
| Total | 512 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 512 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001616328] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Analyst Portfolio Management Ltd
✚
|
2.7 | |
|
Main Street Research LLC
✚
|
CT | 2.7 |
|
Multnomah Group Inc
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|
OR | 2.7 |
|
Mitchell McLeod Pugh & Williams Inc
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|
2.7 | |
|
Legacy Wealth Management Inc
✚
|
TN | 2.7 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.7 |
|
Embree Financial Group
✚
|
IL | 2.6 |
|
Jacobi Capital Management LLC
✚
|
PA | 2.6 |
|
Phillips Financial Management LLC
✚
|
IN | 2.6 |
|
First Citizens Investor Services Inc
✚
|
NC | 2.6 |