Maier Hauswirth Investment Advisors LLC (Seattle)

Name: Maier Hauswirth Investment Advisors LLC
Address: 999 Third Ave, Seattle, WA, 98104
Telephone: 415-222-2614

Maier Hauswirth Investment Advisors LLC is a large advisory firm based in Seattle. It manages $580 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Indiana, Minnesota, and Wisconsin.

Maier Hauswirth Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maier Hauswirth Investment Advisors: assets under management

The assets under management (AUM) of Maier Hauswirth Investment Advisors LLC is $580 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15 million in discretionary accounts and $565 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $750 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.78 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maier Hauswirth Investment Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. 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 Maier Hauswirth Investment Advisors LLC

Steven John Radowski has been acting as President since 1 Aug 2001. Catherine Linda Sweeney joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wells Fargo & Co.	Sole owner	1 Jun 1998	75% - 100%	39-1016465
Steven John Radowski	President	1 Aug 2001	Other	2650092
Catherine Linda Sweeney	Chief compliance officer	1 Jul 2002	Other	1106325
Laurel Leigh Ohotto	Chief financial officer	1 Jul 2002	Other	1889204
David Keith Skolnik	President/ceo	1 Jul 2002	Other	1515100
Victor Lawrence Bensussen	Chief financial officer	1 Jul 2002	Other	1523151

Based in Seattle

The principal office where Maier Hauswirth Investment Advisors LLC performs its advisory services is located at 999 Third Ave, Seattle, WA 98104 The mailing address of the firm is C/O Wells Fargo Investments Llc, San Francisco, CA 94104. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-222-2614 or by fax 415-975-7951. The normal business hours are 8am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.mhadvisor.com.