President & Treasurer · Garde Capital, Inc.
Jeffery L. Lippens
CRD 1740409 · Named on Form ADV at one SEC-registered adviser
At a glance
Garde Capital, Inc., an SEC-registered wealth manager based in Seattle, WA with $2.7 billion in regulatory assets, lists Jeffery L. Lippens on its Form ADV as President & Treasurer, a control person.
Firms and roles
- Garde Capital, Inc.President & TreasurerWealth manager · Seattle, WA · $2.7B in regulatory assets
AtlasMembers
Jeffery’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Thomas R. OwensPrincipal, Garde Capital, Inc.
- Richard S. SeversChief Compliance Officer, Garde Capital, Inc.
- Marshal K. McRealVice President, Garde Capital, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.