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Mcarthur David Wyndham (Sequim)


Mcarthur David Wyndham is a large advisory firm based in Sequim. It manages $27.45 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.




Mcarthur David Wyndham provides portfolio management for individuals and small businesses and 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.

Mcarthur David Wyndham: assets under management

The assets under management (AUM) of Mcarthur David Wyndham is $27.45 million. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.24 million in discretionary accounts and $211.62 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.23 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcarthur David Wyndham 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.

Based in Sequim

The principal office where Mcarthur David Wyndham performs its advisory services is located at 720 E Washington, Suite 111, Sequim, WA 98382 3801 The mailing address of the firm is Po Box 3668, Sequim, WA 98382 5048. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-683-2450 or by fax 360-683-2750. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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