Robyn
Grad

Washington Capital Management Inc

CRD#1017426
Investment Advisor
in Seattle, WA

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About this Advisor

Robyn Grad is a financial advisor who is based out of Seattle, Washington. Currently a registered advisor with Washington Capital Management Inc, Grad has 12 years of professional experience. Grad has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Grad is registered to operate based out of California, Oregon and Washington. Throughout their career, they have worked at Cantor Fitzgerald & Co and Washington Capital Management, Inc. Washington Capital Management Inc is based out of Seattle, Washington, and operates out of six other locations throughout the country. As a registered advisory firm, Washington Capital Management Inc oversees $5 billion in assets covering 242 client accounts and retains more than 71 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 40% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Washington Capital Management Inc offers portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Disclosures

Yes

Office Location

1200 6Th Ave Suite 700
Seattle, WA 98101-3123

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Washington Capital Management Inc Brokerage Details

Total Assets Under Management

$4,705,639,946

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

71

WA Average: 46
Total Number of Accounts

242

WA Average: 1,499
Average Account Size

$19,444,793

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Robyn Grad Work History

Robyn has 12 years of experience.

2013 - Present (8 years)

Washington Capital Management, Inc

2008 - 2013 (5 years)

Cantor Fitzgerald & Co

Disclosures

Robyn Grad has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Washington Capital Management Inc

Robyn Grad
Seattle, WA
Julie Greenough
Seattle, WA
Paul Ravetta
Seattle, WA
Brian Welch
Seattle, WA
Brian Canion
Seattle, WA
Michael Cheung
Seattle, WA
Charles Maki
Seattle, WA
Thandi Clements
Hermosa Beach, CA

This content was compiled from the SEC and FINRA.

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