Threshold Group
Threshold Group
Help individuals/families/foundations ignite potential of their assets
Wealth Manager/Advisor | United States of America | Income/Productivity Growth
Overview
Threshold Group is a family owned wealth management firm that serves high net worth families individuals and foundations in over 26 states from offices in Gig Harbor WA Seattle Philadelphia and San Francisco. Ranked among 2015 s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM) Threshold Group provides investment management family office administration family meeting facilitation and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values .
Investor Type |
Legal Structure |
Operating Status |
Members |
| Wealth Manager/Advisor | C Corporation | Operating | 70 |
Portfolio
Investors / Funders
Team
Funds
Impact
Geographies:
Social Objectives:
Environmental Objectives:
Operational Impact:
- Environmental Policies and Performance
- Social Policies and Performance
Impact Reports & Metrics
Offices
Headquarters :
1415 Western Avenue
Suite 600
Seattle
Washington 98101
United States of America