BOGDANOVICH WEALTH MANAGEMENT PLLC
  • BOGDANOVICH WEALTH MANAGEMENT PLLC
  • JEFFREY JAY BOGDANOVICH
  • JEFFREY J. BOGDANOVICH, CPA
  • JEFFREY J. BOGDANOVICH

Adviser Profile

As of Date 01/26/2025
Registration status Terminated
ADV Location EDMONDS, WA, United States
Contact Info 206 xxxxxxx
Websites
AUM* 270,864,590 12%
of that, discretionary 270,864,590 12%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 520,893 -64%
% High Net Worth 51.52% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

271M 232M 193M 155M 116M 77M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary