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Tas Acquisition, LLC (Seattle)


Tas Acquisition, LLC is a related adviser based in Seattle. It manages $972.06 million of regulatory assets for 906 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.




Tas Acquisition provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tas Acquisition: assets under management

The assets under management (AUM) of Tas Acquisition, LLC is $972.06 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $769.43 million in discretionary accounts and $202.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $820.35 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tas Acquisition, LLC 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Laird Norton Company Shareholder 1 Apr 1994 25% - 50% 41-0160140

Based in Seattle

The principal office where Tas Acquisition, LLC performs its advisory services is located at 520 Pike Street, Suite 1510, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-343-8900 or by fax 206-343-7047. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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