Badgley Phelps Wealth Managers
Likely to Engage tag.Highly Engaged Employees

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

1420 5th Ave Ste 3200, Seattle, Washingt...

Phone Number

(206) 623-6172

Revenue

$18.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Badgley Phelps Wealth Managers

Badgley Phelps Wealth Managers is a prominent independent wealth management firm that caters to high net worth individuals, families, corporations, and foundations. The firm emphasizes building trusted relationships with clients, understanding their financial fears and dreams. They offer a range of wealth management services designed to balance clients' financial lives. With a focus on history, innovation, action, and planning, they provide tailored solutions to meet diverse financial needs.Explore more
Badgley Phelps Wealth Managers's Social MediaPopular SearchesBadgley PhelpsBadgley Phelps Wealth ManagersBadgley Phelps & Bell IncBadgley & Delaney Associates LLCBadgley Funds IncSIC Code 62,628NAICS Code 52,523Show more

Badgley Phelps Wealth Managers Org Chart

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Director, Information Technology & Operations

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Director, Marketing & Manager, Wealth

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Manager, Information Technology

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Badgley Phelps Wealth Man...

$18.6M
11-50
Private
-
1966
VC
Vaughn ClementDirector, Information Technology & Operations
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
$5.5M
11-50
Private
-
1975
SS
Sarah StymusVice President, Financial Planning
<$5M
11-50
Private
<$5M
1985
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Badgley Phelps Wealth Managers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Badgley Phelps Wealth Managers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Badgley Phelps Wealth Managers.

Badgley Phelps Wealth Managers Tech Stack

A closer look at the technologies used by Badgley Phelps Wealth Managers

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Lateral Move
Executive Move
Executive Moves, Lateral Move
Promotion
Executive Move
Executive Moves, Promotion
Award
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Badgley Phelps Wealth Managers News & Media

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Frequently Asked Questions Regarding Badgley Phelps Wealth Managers

What is Badgley Phelps Wealth Managers's official website?
Badgley Phelps Wealth Managers's official website is www.badgley.com
What is Badgley Phelps Wealth Managers's Revenue?
Badgley Phelps Wealth Managers's revenue is $18.6 Million
What is Badgley Phelps Wealth Managers's SIC code?
Badgley Phelps Wealth Managers's SIC: 62,628
What is Badgley Phelps Wealth Managers's NAICS code?
Badgley Phelps Wealth Managers's NAICS: 52,523
How many employees does Badgley Phelps Wealth Managers have?
Badgley Phelps Wealth Managers has 11-50 employees
What industry does Badgley Phelps Wealth Managers belong to?
Badgley Phelps Wealth Managers is in the industry of: Finance, Securities Trading
What is Badgley Phelps Wealth Managers competition?
Badgley Phelps Wealth Managers top competitors include: Bayntree Wealth Advisors, Sterling Total Wealth Solutions, Isthmus Partners, Bernicke Wealth Management
What companies has Badgley Phelps Wealth Managers acquired?
Badgley Phelps Wealth Managers has acquired the companies: Badgley Phelps Wealth Managers, Greystone Financial Services, Brownlie & Braden Advisors, TMD & Associates
What technology does Badgley Phelps Wealth Managers use?
Some of the popular technologies that Badgley Phelps Wealth Managers uses are: DocuSign, BugHerd, HubSpot, Citrix ShareFile
How do I contact Badgley Phelps Wealth Managers?
Badgley Phelps Wealth Managers contact info: Phone number: (206) 623-6172 Website: www.badgley.com
What does Badgley Phelps Wealth Managers do?

Badgley Phelps Wealth Managers is a prominent independent wealth management firm that caters to high net worth individuals, families, corporations, and foundations. The firm emphasizes building trusted relationships with clients, understanding their financial fears and dreams. They offer a range of wealth management services designed to balance cli... ents' financial lives. With a focus on history, innovation, action, and planning, they provide tailored solutions to meet diverse financial needs.Read More

What are Badgley Phelps Wealth Managers social media links?
Badgley Phelps Wealth Managers Linkedin page Badgley Phelps Wealth Managers Facebook page
Is Badgley Phelps Wealth Managers a public company?
Badgley Phelps Wealth Managers is private company therefore does not currently have an official ticker symbol
See more information about Badgley Phelps Wealth Managers

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