RIA Intel›Advisers›Washington›BADGLEY, PHELPS AND BELL, INC.

BADGLEY, PHELPS AND BELL, INC.

Advisory

N·SEATTLE, WA

Data as of May 10, 2021 · Source: SEC Form ADV

Total AUM

$3.8B

1-Year AUM Growth

+19.5%

3-Year CAGR

+14.8%

Employees

18

Assets Under Management

Total AUM$3.8B

Discretionary AUM$3.6B

Non-Discretionary AUM$261M

Discretionary %93.2%

Total Clients—

Team

Total Employees18

Investment Advisers22

Employee Growth (1Y)—

Filing History

Total Filings on Record55

First FilingJan 31, 2001

Latest FilingMay 10, 2021

🔒 Full AUM trend chart and 55 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BADGLEY, PHELPS AND BELL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.