Edwin
Sondgroth
Badgley Phelps Wealth Managers
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About this Advisor
Edwin Sondgroth is a chartered financial analyst who works in Seattle, Washington who has 2 years of relevant experience. Sondgroth is an advisor for Badgley Phelps Wealth Managers. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Bank Na, D.A. Davidson & Co, Brighton Jones, Badgley Phelps Wealth Managers and Badgley Phelps Wealth Managers, LLC. Sondgroth has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in Washington. Badgley Phelps Wealth Managers is a registered investment firm operating out of Seattle, WA. The company has a total of 23 employees. It manages $4 billion in assets under management among its 2,340 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 42 charitable organizations. Of its 2,340 client accounts, 70% belong to high-net-worth individuals who have more than $1 million in investable assets. Badgley Phelps Wealth Managers provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules typically are based on the financial services. However, fee types charged by Badgley Phelps Wealth Managers may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Badgley Phelps Wealth Managers Brokerage Details
$4,206,191,970
23
2,340
$1,797,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Edwin Sondgroth Work History
Edwin has been registered as a financial advisor for 2 years.*
Badgley Phelps Wealth Managers, LLC
Badgley Phelps Wealth Managers
Brighton Jones
D.A. Davidson & Co
Wells Fargo Bank Na
Wells Fargo Advisors LLC
*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 Edwin Sondgroth 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 Badgley Phelps Wealth Managers
Seattle, WA
Seattle, WA
Seattle, WA
Crozet, VA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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