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Wakley & Roberton Inc (Mountlake Terrace)


Wakley & Roberton Inc is a large advisory firm based in Mountlake Terrace. It manages $109.6 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Wakley & Roberton provides portfolio management for individuals and small businesses and specific consultation and admin. services regarding investment and financial concerns of the client.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wakley & Roberton: assets under management

The assets under management (AUM) of Wakley & Roberton Inc is $109.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $109.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wakley & Roberton Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mountlake Terrace

The principal office where Wakley & Roberton Inc performs its advisory services is located at 6100 219 Th St Sw, Mountlake Terrace, WA 98043 2222, 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 425-582-5839. The normal business hours are 9:30am - 4:30pm on Other.


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