Hs & Co Investments Inc (Everett)

Hs & Co Investments Inc is a large advisory firm based in Everett. It manages $81.1 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Hs & Co Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hs & Co Investments: assets under management

The assets under management (AUM) of Hs & Co Investments Inc is $81.1 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.44 million in discretionary accounts and $17.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $746.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $679.28 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hs & Co Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hs & Co Investments Inc

Hs & Co Investments Inc is owned by Richard Anderson. Fredric Sjoholm has been acting as President since 1 Aug 1993. William S Reith joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fredric Sjoholm	President	1 Aug 1993	Other	2307750
Richard Anderson	Owner	1 Aug 1993	Other	4388292
Terry Klett	Owner	1 Aug 1993	Other	4388739
Fredric Parry Sjoholm	President	1 Aug 1993	Other	2307750
Robert Johnson	Owner	1 May 1998	Other	4388742
James Mayer	Owner	1 May 1998	Other	4388747
Mark Vanwyngarden	Vice president	1 May 1999	Other	2836093
Mark Henry Van Wyngarden	Vice-president	1 May 1999	Other	2836093
Mary Theresa Decker	Owner	1 May 2001	Other	2585164
William S Reith	Owner	1 May 2003	Other	4845409

Based in Everett

The principal office where Hs & Co Investments Inc performs its advisory services is located at 2825 Colby Ave, Everett, WA 98201 The mailing address of the firm is P.O. Box 1188, Everett, WA 98206 1188. It doesn’t run an office outside of the United States.