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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kutscher Benner Barsness & Stevens Inc
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| CRD # | 107475 |
| SEC # | 801-49160 |
| CIK # | |
| AUM | $550.8 M (2025-02-20) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 206-462-6100 |
| Address | 705 Second Avenue, Suite 800 Seattle, WA 98104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 23.7 |
| (b) Individuals (high net worth individuals) | 121 | 514.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 12.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 550.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 681 | 550.8 |
| Total | 681 | 550.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 547.9 | |
| Total | 681 | 550.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garden State Investment Advisory Services LLC
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|
NJ | 0.6 |
|
Dale K Ehrhart Inc
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|
FL | 0.6 |
|
Colorado Capital Management Inc
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|
CO | 0.6 |
|
Midwest Professional Planners Ltd
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|
WI | 0.6 |
|
WBI Investments LLC
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|
NJ | 0.6 |
|
Purus Wealth Management LLC
✚
|
CA | 0.5 |
|
Milestone Asset Management LLC
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|
PA | 0.5 |
|
Grey Fox Wealth Advisors LLC
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|
DE | 0.5 |
|
Outlook Wealth Advisors LLC
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|
TX | 0.5 |
|
Clean Yield Group Inc
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|
VT | 0.5 |