Tuttle Risk Management Services LLC (Seattle)


Tuttle Risk Management Services LLC is a large advisory firm based in Seattle. It manages $11 billion of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Pennsylvania.

Tuttle Risk Management Services provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tuttle Risk Management Services: assets under management

The assets under management (AUM) of Tuttle Risk Management Services LLC is $11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tuttle Risk Management Services LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tuttle Risk Management Services LLC

Anthony George Berris has been acting as President since 1 Oct 2004. Inc. Lion joined the executive team most recently as the Sole Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Lion Sole member 1 Oct 2004 75% - 100% 91-2094375
Anthony George Berris President 1 Oct 2004 Other 4405195
Charles Sern Clementson Vice president 1 Oct 2004 Other 4405218
Randall David Miles Chief executive officer 1 Oct 2004 Other 1362255
Stephen Gerald Thomson Chief financial officer 1 Oct 2004 Other 4881953
Stephen Thomson Chief financial officer 1 Oct 2004 Other 4881953

Based in Seattle

The principal office where Tuttle Risk Management Services LLC performs its advisory services is located at 4700 42 Nd Avenue Sw, Seattle, WA 98116, which is also the mailing address of the firm. An additional office of the firm is in San Rafael, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-546-6463 or by fax 206-577-1441. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.