Washington Capital Management Inc
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
Years of Experience
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Washington Capital Management Inc Brokerage Details
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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.
Washington Capital Management, Inc
Cantor Fitzgerald & Co
Robyn Grad has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Washington Capital Management Inc
Hermosa Beach, CA