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Terry Marc Thompson

Garde Capital, Inc.

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About Terry Marc Thompson

Terry Marc Thompson is a registered investment advisor representative with Garde Capital, Inc. in Seattle, Washington. Terry is a licensed investment advisor in both Washington and Louisiana. Terry has a Series 65 license. Terry Thompson has been in the industry since 1989 and has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Garde Capital, Inc. is a Seattle-based investment advisory firm that provides a variety of services, including financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management. The firm manages over $2 billion in assets and serves a variety of clients.

Firm Information

Terry Thompson is currently registered with Garde Capital, Inc.. Garde Capital, Inc. is a Seattle, Washington-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Garde Capital, Inc.

1301 FIFTH AVENUE

SEATTLE, WA 98101

$2.09B

Assets Under Management

Not reported

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Terry Thompson’s Registration & Firm History

WA

01/07/2011 - Present

Garde Capital, Inc. (SEATTLE WA)

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Licenses & Designations

IA

Issued 09/15/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Marc Thompson.
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