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Jeffrey Garett Pietsch

Eastsound Capital Advisors, LLC

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About Jeffrey Garett Pietsch

Jeffrey Pietsch is a registered investment advisor representative with Eastsound Capital Advisors, LLC and Heritage Capital Advisors, LLC. Jeffrey is a Chartered Financial Analyst. Jeffrey has been in the securities industry since December 2011. Jeffrey has also been providing noninvestment related consulting services through Maple Park Management, LLC since October 2006. Jeffrey is also part owner of Orcas Moon Alpacas Farm, which is an active company related to alpaca and lamb product sales.

Firm Information

Jeffrey Pietsch is currently registered with Eastsound Capital Advisors, LLC. Eastsound Capital Advisors, LLC is a financial advisory firm based in Seattle, Washington. They offer a range of financial planning services to individuals, high-net-worth individuals, trusts, foundations, corporations, and other entities. Their services include financial planning, portfolio management, and educational seminars. They manage approximately $167.7 million in assets for 450 clients.

$167.70M

Assets Under Management

10

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Pietsch’s Registration & Firm History

WA

03/16/2012 - Present

Eastsound Capital Advisors, LLC (EASTSOUND WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Garett Pietsch.
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