Christopher
Kelley

Pugh Capital Management, Inc

CRD#5156813
Investment Advisor
in Seattle, WA

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About this Advisor

Christopher Kelley is a financial advisor based in Seattle, Washington, working with Pugh Capital Management, Inc. Christopher has previously held a position at Pugh Capital Management. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Christopher is part of Pugh Capital Management, Inc, which operates out of Seattle, Washington. The firm has 25 employees and manages assets totaling $10.8 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Pugh Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

520 Pike Street Suite 2900
Seattle, WA 98101

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Pugh Capital Management, Inc Brokerage Details

Total Assets Under Management

$10,786,208,521

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

25

WA Average: 46
Total Number of Accounts

64

WA Average: 1,499
Average Account Size

$168,534,508

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Christopher Kelley Work History

2006 - Present (18 years)

Pugh Capital Management

Disclosures

Please visit the SEC profile of Christopher Kelley 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 Pugh Capital Management, Inc

Darius Cayetano
Seattle, WA
Mary Pugh
Seattle, WA
Adrian Johnson
Seattle, WA
Christopher Kelley
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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