Moss Bay Capital

Moss Bay Capital (CRD# 299002) is a financial advisory firm headquartered in Kirkland, WA. They manage $4,939,431 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
137 7th Ave W, Suite 202, Kirkland, WA 98033
https://www.mossbaycapital.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $548,826
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Moss Bay Capital
Showing 1 - 1 of 1 top financial advisors.
1
Colin Dresser, financial advisor Kirkland WA
Colin J. Dresser
CRD#: 7023544
137 7th Ave W, Suite 202, Kirkland, WA 98033

Colin Dresser (CRD# 7023544) is an Investment Advisor Representative working at Moss Bay Capital in Kirkland, WA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals