Family Office Ensemble, LLC (Seattle)


Family Office Ensemble, LLC is a large advisory firm based in Seattle. It manages $318.32 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Washington.

Family Office Ensemble provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Family Office Ensemble: assets under management

The assets under management (AUM) of Family Office Ensemble, LLC is $318.32 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $109.85 million in discretionary accounts and $208.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.79 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Family Office Ensemble, LLC 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 Seattle

The principal office where Family Office Ensemble, LLC performs its advisory services is located at 701 Pike Streeet, Seattle, WA 98101 The mailing address of the firm is Po Box 21687, Seattle, WA 98111 3687. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-262-1081 or by fax 206-262-1086. The normal business hours are 8:00am-5:00pm on Monday - Friday.

Registered investment advisers similar to Family Office Ensemble, LLC