Sue
Sewell
The Clarius Group, LLC
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About this Advisor
Sue Sewell is a financial advisor based in Seattle, Washington, working with The Clarius Group, LLC. Sue has previously held positions at The Clarius Group, LLC, Seattle Bank, and Wells Fargo Bank. Sue has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Sue is part of The Clarius Group, LLC, which operates out of Seattle, Washington. The firm has 35 employees and manages assets totaling $4.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at The Clarius Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Clarius Group, LLC Brokerage Details
$3,986,398,218
35
1,124
$3,546,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Sue Sewell Work History
The Clarius Group, LLC
The Clarius Group, LLC
The Clarius Group, LLC
Seattle Bank
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Sue Sewell 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 The Clarius Group, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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