Tyee Asset Strategies Inc (Seattle)

Tyee Asset Strategies Inc is a large advisory firm based in Seattle. It manages $934 million of regulatory assets for 807 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Tyee Asset Strategies provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tyee Asset Strategies: assets under management

The assets under management (AUM) of Tyee Asset Strategies Inc is $934 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $740.35 million in discretionary accounts and $193.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $876.22 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tyee Asset Strategies Inc for their services and products based on a percentage of assets under management. 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 Tyee Asset Strategies Inc

Richard Scott Simmonds has served as the Chief Investment Officer since 1 Oct 1995. Kaycee Wohleb Krysty joined the executive team most recently as the President, Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Scott Simmonds	Chief investment officer	1 Oct 1995	50% - 75%	852362
Kaycee Wohleb Krysty	President, ceo	1 Oct 1995	25% - 50%	4360911

Based in Seattle

The principal office where Tyee Asset Strategies Inc performs its advisory services is located at 520 Pike St, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.