Clare
Dandridge
Columbia Pacific Wealth Management
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About this Advisor
Clare Dandridge is a financial advisor based out of Seattle, Washington with 4 years of relevant experience. Dandridge is an employee of Columbia Pacific Wealth Management. Throughout their career, they have worked at Cpwm, LLC, Northwestern Mutual, University Of Washington, University Of Washington - Human Resources And Planning, Van Wycke & Porter - Windermere Re/ Capital Hill Inc, Marin Catholic High School, Ci Columbia Pacific Private Wealth and Cipw Service Company, LLC. Dandridge maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Texas and Washington. Columbia Pacific Wealth Management is a registered investment firm based in Seattle, WA. It has offices in two locations and a total of 44 people on staff. It controls $7 billion in assets between its 6,489 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 6,489 customer accounts, 25% are held by high-net-worth individuals who have greater than $1 million in investable assets. Columbia Pacific Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on the type of services provided. However, fees charged by Columbia Pacific Wealth Management can be comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Pacific Wealth Management Brokerage Details
$6,692,219,926
44
6,489
$1,031,318
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Clare Dandridge Work History
Clare has been registered as a financial advisor for 4 years.*
Ci Columbia Pacific Private Wealth
Cipw Service Company, LLC
Cpwm, LLC
Northwestern Mutual
University Of Washington - Human Resources And Planning
Van Wycke & Porter - Windermere Re/ Capital Hill Inc
University Of Washington
Marin Catholic High School
*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 Clare Dandridge 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 Columbia Pacific Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
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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