Betsy
Cole

The Clarius Group, LLC

CRD#4667304
Investment Advisor
in Seattle, WA

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About this Advisor

Betsy Cole is a financial advisor who works out of Seattle, Washington with 2 years of relevant experience. Cole works at The Clarius Group, LLC. During their career, Cole has held roles at Private Client Services, LLC, Trutina Financial (Dba Of Bellevue Financial), Symetra Investment Services, Inc, D.A. Davidson & Co, Newground Social Investment, Highland Private Wealth Management and The Clarius Group, LLC. Cole holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Washington. The Clarius Group, LLC is a company that has its headquarters in Seattle, WA. It administers $4 billion in assets under management across its 968 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 16 charitable organizations. Of its 968 client accounts, 63% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by The Clarius Group, LLC can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

999 Third Avenue, Suite 3050
Seattle, WA 98104

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The Clarius Group, LLC Brokerage Details

Total Assets Under Management

$3,721,039,806

WA Average: $3,566,627,242
Total Number of Employees

35

WA Average: 46
Total Number of Accounts

968

WA Average: 1,499
Average Account Size

$3,844,049

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Betsy Cole Work History

Betsy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Clarius Group, LLC

2019 - 2021 (2 years)

Highland Private Wealth Management

2017 - 2019 (2 years)

Newground Social Investment

2015 - 2017 (2 years)

D.A. Davidson & Co

2013 - 2015 (2 years)

Private Client Services, LLC

2011 - 2015 (4 years)

Trutina Financial (Dba Of Bellevue Financial)

2011 - 2013 (2 years)

Symetra Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Betsy Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Clarius Group, LLC

Michael Martin
Seattle, WA
Cameron Lamarche
Seattle, WA
Sue Sewell
Seattle, WA
Yulya Stewart
Seattle, WA
George Lane
Seattle, WA
Jarred Chamberlain
Seattle, WA
Betsy Cole
Seattle, WA
Joseph Levesque
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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