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Savings Growers, Inc. (Bellevue)


Savings Growers, Inc. is a large advisory firm based in Bellevue. It manages $73 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Savings Growers provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Savings Growers: assets under management

The assets under management (AUM) of Savings Growers, Inc. is $73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Savings Growers, 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 Bellevue

The principal office where Savings Growers, Inc. performs its advisory services is located at 10900 N.E. 8 Th Street, Bellevue, WA 98004, 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 425-635-0962 or by fax 425-635-3587. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.


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