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 whose office is in Seattle, Washington. Currently a registered advisor with Viewpoint Capital Management, Sawyer has 16 years of work experience. Sawyer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Sawyer can serve clients in Idaho and Washington. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Viewpoint Capital Management LLC. Viewpoint Capital Management is headquartered in Seattle, Washington. Overall, Viewpoint Capital Management oversees $114 million in assets throughout 186 client accounts and employs one person on staff. The firm's total assets under management makes it one of the mid-sized firms in the country. The firm manages 161 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 61% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Viewpoint Capital Management can offer portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

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

$114,428,000

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

1

WA Average: 46
Total Number of Accounts

186

WA Average: 1,499
Average Account Size

$615,204

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ryan Sawyer Work History

Ryan has 16 years of experience.

2011 - Present (10 years)

Viewpoint Capital Management LLC

2009 - 2011 (2 years)

Bank Of America, Na

2004 - 2011 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Ryan Sawyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Viewpoint Capital Management

Ryan Sawyer
Seattle, WA

This content was compiled from the SEC and FINRA.

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