Company Information

Get to know Badgley Phelps

Founded in 1966, Badgley Phelps is a Seattle-based wealth management firm with a long history of providing comprehensive financial planning and investment management services. The firm focuses on building long-term relationships with its clients, offering personalized strategies tailored to individual goals, including retirement planning, estate planning, and philanthropic giving. In late 2023, Badgley Phelps became a division of Kestra Private Wealth Services, LLC (KPWS), a move intended to enhance its operational capabilities while maintaining its client-centric service model and investment philosophy.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Badgley Phelps

United States

Founded in

1966 (60 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.