Thomas
Owens
Garde Capital, Inc
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About this Advisor
Thomas Owens is a financial advisor operating in Seattle, Washington with a total of 2 years of relevant experience. Owens is an employee of Garde Capital, Inc. Their career trajectory has included roles at Garde Capital, Seattle University, Look Left Marketing, Msl Group and The Outcast Agency. Owens holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Washington. Garde Capital, Inc is an advisory business headquartered in Seattle, WA. It administers $1 billion in total assets across its 493 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 17 charities and foundations. Of its 493 customer accounts, 58% are held by high-net-worth investors who have more than $1 million in investable assets. Garde Capital, Inc provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically depend on the financial services. However, fee types billed by Garde Capital, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Garde Capital, Inc Brokerage Details
$1,403,959,786
14
493
$2,847,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Owens Work History
Thomas has been registered as a financial advisor for 2 years.*
Garde Capital
Seattle University
Look Left Marketing
Msl Group
The Outcast Agency
*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 Thomas Owens 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 Garde Capital, Inc
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 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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