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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bellingham Capital Management 10 years, 5 months Nov 2009 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Brian Smith

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 17, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Nov 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on March 25, 2020
    • $22.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 82
      number of clients
    • $268.3K
      Estimated Average Account Balance Per Client

Bellingham Capital Management, Inc.

Last updated on March 11, 2020
    • $78.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 542
      Accounts
    • $145.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements