CRD: 117523
Seattle Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-1994
- Office Locations
- 1
Office Locations
About Seattle Asset Management, Inc.
Seattle Asset Management, Inc. is a small Bainbridge Island, WA investment adviser providing dedicated, separately managed portfolio management for high-net-worth individuals and fiduciary entities (trusts, endowments, foundations, and family offices). The firm prioritizes wealth preservation and disciplined, fundamentals-based investing across asset classes, with portfolios often implemented using ETFs and custodied at Charles Schwab; clients have direct access to portfolio managers.
Team overview
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Investment Themes
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Owner & Executives
EDWARD MARIO LABANARA JR
Chief Compliance Officer, Founder, Owner, President, Principal
- CRD
- #710622
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,908,254 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,908,254 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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