Mcadams Wright Ragen, Inc. is a large advisory firm based in Seattle. It manages $3.53 billion of regulatory assets for 5,004 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Mcadams Wright Ragen provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcadams Wright Ragen, Inc. is $3.53 billion. The firm's AUM has grown by 6534% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcadams Wright Ragen, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
Scott Wayne Mcadams has been acting as President since 1 Jul 1998. Baird Financial Corporation joined the executive team most recently as the Shareholder.
The principal office where Mcadams Wright Ragen, Inc. performs its advisory services is located at 925 Fourth Avenue, Seattle, WA 98104, which is also the mailing address of the firm. An additional office of the firm is in Mount Vernon, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-664-8850 or by fax 206-470-3512. The normal business hours are 7:30 am to 3:30 pm on Monday - Friday. You can find more information about the New York firm at www.mwrinc.com.