This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2009
- Office Locations
- 3
Office Locations
About Bellingham Capital
Bellingham Capital is a boutique RIA providing tailored portfolio management and financial planning for clients pursuing long-term life goals with a values-driven focus. The team builds high-conviction portfolios using proprietary models and a continuously updated macro outlook (geopolitical and economic), actively rebalancing and regularly reviewing each holding. Implementations commonly use ETFs and mutual funds, with Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC GEOFFREY PETERSEN
TREASURER, Vice President
- CRD
- #6244785
- Ownership
- 25% but less than 50%
KERRI HARGROVE RUSS
Secretary
- CRD
- #6416017
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Lucille C Dobson
Client Advisor
- CRD
- #7379908
John Dustin Sloan III
Client Service and Operations Manager
- CRD
- #7894559
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,663,555 | $248,162 |
| Non-Discretionary | $2,569,520 | $856,507 |
| Total | $149,233,075 | $251,234 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing