TSCHETTER GROUP

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	11
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	9
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	949	$1.2B
Non-Discretionary	27	$646.6M
Total	976	$1.8B

Clients

Type	Number	RAUM
Individuals	209	$72.9M
HNW Individuals	132	$1.6B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$4.7M
State or municipal gov entities	<5	$22.3M
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	10	$71.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-115160
SEC ERA File Number	801-115160
SEC CIK Numbers	1729673
SEC CRD Numbers	301548
Legal Entity Identifier	None

Principal Office

2155 112TH AVE NE
BELLEVUE
WA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic