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Seattle Asset Management, Inc.

Form ADV, Part 2 A – Firm Brochure

Posted on November 1, 2016July 13, 2017 Admin

Please visit this link: www.adviserinfo.sec.gov

How to Contact Us with Privacy Questions: If you have any questions regarding our privacy policy, please contact Edward Labanara by:

  • Mail at: P. O. Box 4493, Rollingbay, WA 98061
  • Phone at 206-201-3047; or
  • E-mail at SAM@SeattleAsset.com

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Code of Ethics
Flexible Balanced Account Strategy

Literature

  • After 2016 Election Year – End Tax Planning
  • Welcome to Seattle Asset Management, Inc.
  • Asset Allocation
  • Equity Strategy
  • Our Investment Philosophy
  • Flexible Balanced Account Strategy
  • Fixed Income – Core Strategy – Taxable Accounts
  • Retaining an Investment Advisor: Some Questions to Ask

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Disclosure. Seattle Asset Management ("SAM") is registered in the State of Washington as an investment adviser. SAM is not registered in other states, as that is not required. SAM may transact advisory business in states where SAM is under the national de minimis standard (six (6) clients during a 12-month period) and SAM does not have any other offices in any other state), is appropriately registered or is excluded or exempt from registration. SAM does not provide individualized responses or advice via a website or other electronic means to any person, unless the person is a client and only verbally. This includes no responses that involve either the placement of transactions in securities, the rending of personal investment advice for any direct or indirect compensation (as you have to be a client of SAM to receive this information). No advice is provided until 1. You are a client and 2. SAM is exempt from registration in your home state, or SAM has an exemption from registration.

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