Mwboone And Associates, LLC (Bellevue)

Name: Mwboone And Associates, LLC
Address: 777 108 Th Avenue Ne, Bellevue, WA, 98004
Telephone: 425-462-6406

Mwboone And Associates, LLC is a large advisory firm based in Bellevue. It manages $141.73 million of regulatory assets for 374 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Louisiana, Texas, and Washington.

Mwboone And Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mwboone And Associates: assets under management

The assets under management (AUM) of Mwboone And Associates, LLC is $141.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $141.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $378.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mwboone And Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, 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 Mwboone And Associates, LLC

Brian Patrick Dillon has served as the Chief Investment Officer since 1 Feb 2016. Shawn Milton Nelson joined the executive team most recently as the Chief Compliance Officer & Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Willard Boone	Founder	1 May 1999	75% - 100%	1391875
Shawn Milton Nelson	Chief compliance officer & managing member	1 Sep 2014	Other	2773883
Brian Patrick Dillon	Chief investment officer	1 Feb 2016	Other	2730908

Based in Bellevue

The principal office where Mwboone And Associates, LLC performs its advisory services is located at 777 108 Th Avenue Ne, Bellevue, WA 98004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-462-6406 or by fax 425-462-8744. The normal business hours are 8am - 4:30pm on Monday - Friday. You can find more information about the New York firm at mwboone.com.