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Bothell, Washington
$614.1 million AUM
1 office

Viridian Ria, LLC is based in Bothell, Washington and has $614.1 million in assets under management.

Location
22232 17th Avenue SE
Suite 210
Bothell, WA 98021
$614.1 million
AUM
28
Employees
AUM Share
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$614,111,000
Assets under management
2,171 clients
Number of clients
Average investment size is $282,870
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 593 $156,150,000 25% $263,322
High net worth individuals 232 $448,450,000 73% $1,932,974
Pension and profit sharing plans 1 $812,000 0% $812,000
Charitable organizations 4 $8,472,000 1% $2,118,000
Other corporations or businesses 1 $227,000 0% $227,000
Employees Share
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28
Employees
12
Investment analysts
43% of total employees
AUM per employee Share
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$614,111,000
Assets under management
$21,932,536
AUM per employee
$51,175,917
AUM per investment analyst
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Compensation

Viridian Ria, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Viridian Ria, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Business activities
  • Insurance broker or agent
  • Accounting firm
Firm data Share
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CRD number 171,332
SEC number 801-80357
Legal structure Limited Liability Company
Legal governance Washington, United States
Latest ADV filing date March 20, 2020

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