Barnes & Nelson Union Partners (Bellevue)

Barnes & Nelson Union Partners is a large advisory firm based in Bellevue. It manages $175.96 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Barnes & Nelson Union Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barnes & Nelson Union Partners: assets under management

The assets under management (AUM) of Barnes & Nelson Union Partners is $175.96 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $175.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barnes & Nelson Union Partners for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barnes & Nelson Union Partners

Michael Shawn Barnes joined the executive team most recently as the President And Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Shawn Barnes	President and chief investment officer	1 Jan 2000	50% - 75%	4393386
Kim Alexander Nelson	Chief executive officer	1 Jan 2000	50% - 75%	4393392

Based in Bellevue

The principal office where Barnes & Nelson Union Partners performs its advisory services is located at 3245 146 Th Place Se, Bellevue, WA 98007 6481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.