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- Custodian
- Assetmark · Charles Schwab & Company · Interactive Brokers · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2012
- Office Locations
- 6
Office Locations
About Eastsound Capital Advisors, LLC
Capital Advisors 360 (Eastsound Capital Advisors, LLC) is an independent wealth management firm serving individuals, families, and select institutional clients. The team builds comprehensive financial plans and evidence-based, risk-tolerance-aligned investment strategies with an emphasis on capital preservation and growth, then monitors portfolios and adjusts as markets or circumstances change. Notable for offering institutional consulting plus professional signal and sub-advisory services, with offices across the Seattle area, Silicon Valley, Denver, and Boston.
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Custodian
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Investment Vehicles
Platform
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Owner & Executives
JEFFREY GARETT PIETSCH
Chief Compliance Officer, Managing Member
- CRD
- #6011071
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eric Paul Butler
--
- CRD
- #4754442
ROBERT BRUCE HANNA
Founder, Managing Partner
- CRD
- #2300938
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,576,000 | $389,430 |
| Non-Discretionary | $0 | -- |
| Total | $214,576,000 | $389,430 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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