Hs & Co Investments Inc (Everett)


Hs & Co Investments Inc is a large advisory firm based in Everett. It manages $81.1 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Hs & Co Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hs & Co Investments: assets under management

The assets under management (AUM) of Hs & Co Investments Inc is $81.1 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.44 million in discretionary accounts and $17.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $746.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $679.28 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hs & Co Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hs & Co Investments Inc

Hs & Co Investments Inc is owned by Richard Anderson. Fredric Sjoholm has been acting as President since 1 Aug 1993. William S Reith joined the executive team most recently as the Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Fredric Sjoholm President 1 Aug 1993 Other 2307750
Richard Anderson Owner 1 Aug 1993 Other 4388292
Terry Klett Owner 1 Aug 1993 Other 4388739
Fredric Parry Sjoholm President 1 Aug 1993 Other 2307750
Robert Johnson Owner 1 May 1998 Other 4388742
James Mayer Owner 1 May 1998 Other 4388747
Mark Vanwyngarden Vice president 1 May 1999 Other 2836093
Mark Henry Van Wyngarden Vice-president 1 May 1999 Other 2836093
Mary Theresa Decker Owner 1 May 2001 Other 2585164
William S Reith Owner 1 May 2003 Other 4845409

Based in Everett

The principal office where Hs & Co Investments Inc performs its advisory services is located at 2825 Colby Ave, Everett, WA 98201 The mailing address of the firm is P.O. Box 1188, Everett, WA 98206 1188. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-252-3173 or by fax 425-339-5178. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.