Badgley Phelps and Bell Inc

BADGLEY, PHELPS AND BELL, INC. is a Washington Corporation with a team of 20 employees, including 18 expert advisors, who provide their top-class financial services to 16 valued clients. This firm's success is further reflected in its approved SEC status and its longstanding registration since February 1, 1973.

• CURTIS LEE PEPIN

  DIRECTOR AND OFFICER owns more than 5% but less than 10%

• JAMES KEVIN CALLAGHAN

  CHAIRMAN, DIRECTOR AND OFFICER owns more than 10% but less than 25%

• LISA PEIGHTAL GUZMAN

  DIRECTOR AND OFFICER owns more than 5% but less than 10%

• LISA PEIGHTAL GUZMAN

  CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

• MICHAEL ROBERT GERKE

  OFFICER owns more than 5% but less than 10%

• MITZI WILSON CARLETTI

  DIRECTOR AND OFFICER owns more than 5% but less than 10%

• STEVEN CLEMMER PHELPS

  DIRECTOR AND CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%

• Greene Wealth Management LLC
• Columbia Pacific Advisors LLC
• BEAR Mountain Capital Inc
• Lakeside Advisors Inc
• Hamrick Investment Counsel LLC
• Sander Capital Advisors Inc
• Mccutchen Group LLC
• Milliman Advisors LLC
• Fulcrum Capital LLC
• 22NW LP

• How Badgley Phelps & Bell Inc Adjusted Their Portfolio in Q2 2021

• ISHARES $87,266k
• MICROSOFT CORP $50,795k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $49,270k
• ISHARES TR CORE S&P MCP ETF $44,570k
• Amazon.com Inc $44,525k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $38,404k
• VANGUARD INDEX FDS SMALL CP ET $37,462k
• VISA INC COM CL A $31,254k
• Apple Inc $31,016k
• JPMORGAN CHASE & CO $26,851k