Badgley Phelps & Bell

Company Profile

Badgley Phelps & Bell is an investment advisor in Seattle with $3.82 bn assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

910789795

SEC advisor number

801-9075

FINRA CRD number

108392

AUM ?

$3.82 bn (as of 10 May 21)

Accounts

1,938 (as of 10 May 21)

Employees

22 (18 investment advisory or research)

Address

Badgley Phelps & Bell
1420 FIFTH AVE
SUITE 3200
SEATTLE
WA 98101

Office hours

Monday - Friday, 8:00 A.M. TO 4:30 P.M.

Phone

2066236172

Brochures

Owner	Title	From	%Ownership
Phelps, Steven, Clemmer	Director and Chief Executive Officer	01/1990	10-25%
Callaghan, James, Kevin	Chairman, Director and Officer	01/1990	10-25%
Guzman, Lisa, Peightal	Director and Officer	01/1996	< 5%
Carletti, Mitzi, Wilson	Director and Officer	01/1998	5-10%
Guzman, Lisa, Peightal	Chief Compliance Officer	01/2004	< 5%
Pepin, Curtis, Lee	Director and Officer	10/2006	5-10%
Gerke, Michael, Robert	Officer	06/2014	5-10%