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AdvisorCensus / Financial advisors / Washington / Seattle, WA / Interactive Brokers LLC

Financial advisors in Seattle, WA using Interactive Brokers LLC

4 SEC-registered investment advisory firms headquartered in the Seattle, WA metro area name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Seattle, WA ยท How this list is built

FirmCityRegistrationAssets band
Elite Wealth Management, Inc.KirklandSEC-registered investment adviser$500 million to $1 billion
Fortis Capital Management LLCBellevueSEC-registered investment adviser$1 billion to $5 billion
Integrated Quantitative Investments LLCBellevueSEC-registered investment adviser$500 million to $1 billion
Quantca FinancialEdmondsSEC-registered investment adviserUnder $25 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Interactive Brokers LLC nationwide

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AdvisorCensus. Financial advisors in Seattle, WA using Interactive Brokers LLC. https://advisorcensus.com/advisors/wa/seattle/custodians/interactive-brokers
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