Overview of Threshold Group, a Wealth Management Firm with offices in Seattle and Philadelphia
Established 1999 – 100% Family Owned
$3 Billion Assets Under Management1
Typical Client Asset Range: $5 Million – $1 Billion. Service agreements based on minimum annual fee rather than minimum asset amount.
Forbes Magazine TOP 50 Wealth Managers2
Financial Times TOP 300 Financial Advisors3
Our clients are in 30 states.
San Francisco, CA
Goals-Based Investment Approach
- Estate and Trust
Family Office Services
100 Average annual community service hours per employee.
1. All numbers as of 3/31/2017