Ryan
Sawyer

Viewpoint Capital Management

CRD#4800233
Investment Advisor
in Seattle, WA

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About this Advisor

Ryan Sawyer is a financial advisor based out of Seattle, Washington with 12 years of industry experience. Sawyer is on the advisory team at Viewpoint Capital Management. They have spent the entirety of their time as a financial advisor at Viewpoint Capital Management. Sawyer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Idaho and Washington. Viewpoint Capital Management is a registered investment business based out of Seattle, WA. It controls $136 million in assets under management among its 238 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 238 accounts, 38% belong to high-net-worth clients who have more than $1 million in assets. The business offers portfolio management for individuals and small businesses. Financial management fees are based on which services the firm provides the client. However, fee types charged by Viewpoint Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Madrona Plaza 1421 34Th Avenue, Suite 214
Seattle, WA 98122

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Viewpoint Capital Management Brokerage Details

Total Assets Under Management

$135,736,000

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

1

WA Average: 46
Total Number of Accounts

238

WA Average: 1,499
Average Account Size

$570,319

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ryan Sawyer Work History

Ryan has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Viewpoint Capital Management 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 Ryan Sawyer 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 Viewpoint Capital Management

Ryan Sawyer
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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