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Jeffrey J. Bogdanovich (Seattle)


Jeffrey J. Bogdanovich is a large advisory firm based in Seattle. It manages $32.41 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Louisiana and Washington.

Jeffrey J. Bogdanovich provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeffrey J. Bogdanovich: assets under management

The assets under management (AUM) of Jeffrey J. Bogdanovich is $32.41 million, 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 $32.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeffrey J. Bogdanovich for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Seattle

The principal office where Jeffrey J. Bogdanovich performs its advisory services is located at 9725 3 Rd Avenue Ne, Seattle, WA 98115, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-522-4478 or by fax 206-522-6734. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.


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