Richard
Severs

Garde Capital, Inc

CRD#4760022
Investment Advisor
in Seattle, WA

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About this Advisor

Richard Severs is a certified financial planner and chartered financial analyst who is based out of Seattle, Washington. Currently a registered financial advisor with Garde Capital, Inc, they have gathered 11 years of work experience. Severs maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Severs can work with investors based out of California, Texas and Washington. Severs has spent their whole career at Garde Capital, Inc. Garde Capital, Inc is headquartered in Seattle, Washington. In aggregate, Garde Capital, Inc oversees $1 billion in assets across 471 client accounts and retains 13 staff members. The firm's total assets under management makes it one of the bigger investment advisory firms in the country. The firm manages 25 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 46% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Garde Capital, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1301 Fifth Avenue Suite 3030
Seattle, WA 98101

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Garde Capital, Inc Brokerage Details

Total Assets Under Management

$1,075,998,000

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

13

WA Average: 46
Total Number of Accounts

471

WA Average: 1,499
Average Account Size

$2,284,497

WA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Richard Severs Work History

Richard has 11 years of experience.

2009 - Present (12 years)

Garde Capital, Inc

Disclosures

Richard Severs has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Garde Capital, Inc

Ashley Fancher
Seattle, WA
Marshal Mcreal
Seattle, WA
Jeffery Lippens
Seattle, WA
John Cruz
Seattle, WA
Richard Severs
Seattle, WA
Thomas Owens
Seattle, WA
Anthony Baruffi
Seattle, WA
Cody Barney
Seattle, WA

This content was compiled from the SEC and FINRA.

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