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Andrew E. Watkins & Associates Inc. (Sequim)


Andrew E. Watkins & Associates Inc. is an adviser based in Sequim. It manages $24.47 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.

Andrew E. Watkins & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Andrew E. Watkins & Associates: assets under management

The assets under management (AUM) of Andrew E. Watkins & Associates Inc. is $24.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Andrew E. Watkins & Associates Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sequim

The principal office where Andrew E. Watkins & Associates Inc. performs its advisory services is located at 330 South Sequim Ave, Sequim, WA 98382 The mailing address of the firm is Po Box 1689, Sequim, WA 98382. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-683-9833 or by fax 360-582-9070. The normal business hours are 8am - 5pm on Monday - Friday.


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