Family OfficeRIA · CRD 297388SEC-Registered

Updated:

Marsjewett Financial Group

MARSJEWETT FINANCIAL GROUP is an SEC-registered investment adviser in BELLEVUE, WA, registered since 2018.

Marsjewett Financial Group

MARSJEWETT FINANCIAL GROUP is an SEC-registered investment adviser in BELLEVUE, WA, registered since 2018. The firm manages $901 million in assets, $896 million on a discretionary basis. It has 16 employees and 7 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who manages investment decisions at Marsjewett Financial Group?

No named principals or investment committee members have been publicly identified for Marsjewett Financial Group. The firm's leadership structure remains undisclosed in public records.

What is the wealth origin behind Marsjewett Financial Group?

The wealth origin has not been publicly disclosed. The firm's name may reference the Mars or Jewett families, but no confirmed connection to any specific fortune, such as the Mars candy fortune, has been established.

Does Marsjewett Financial Group make direct investments or commit to external funds?

The firm's investment approach is not publicly documented. It is unknown whether it focuses on direct deals, fund-of-fund commitments, or advisory services.

What sectors does Marsjewett Financial Group target?

No sector preferences have been disclosed by the firm. There are no public records of portfolio companies or thematic investment focuses.

Is Marsjewett Financial Group a single-family office or multi-family office?

Classification remains unclear. Based on the name, it could be a single-family office, but no official confirmation exists. It may also operate as a limited-purpose advisory firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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