Safeco Asset Management Company is a large advisory firm based in Seattle. It manages $4.43 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas, Washington, and West Virginia.
Safeco Asset Management Company provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Safeco Asset Management Company is $4.43 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Safeco Asset Management Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Linda Corlett Mahaffey has been acting as President since 1 Aug 2004. Ronald Lee Spaulding has served as the Chief Investment Officer since 1 Jun 1982. Occum Acquisition Corporation joined the executive team most recently as the Owner.
The principal office where Safeco Asset Management Company performs its advisory services is located at 601 Union Street, Seattle, WA 98101 4074 The mailing address of the firm is P.O. Box 34895, Seattle, WA 98124 1895. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 206-545-5743 or by fax 206-545-3446. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.safeco.com.