Weyerhaeuser Asset Management, LLC (Federal Way)

Weyerhaeuser Asset Management, LLC is a large advisory firm based in Federal Way. It manages $1.28 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Washington.

Weyerhaeuser Asset Management provides portfolio management for pooled investment vehicles 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.

Weyerhaeuser Asset Management: assets under management

The assets under management (AUM) of Weyerhaeuser Asset Management, LLC is $1.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2452% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.28 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $637.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weyerhaeuser Asset Management, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Weyerhaeuser Asset Management, LLC

Salim A Shariff has been acting as President since 1 Jul 2004. Jeffrey B Klein joined the executive team most recently as the Deputy Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Weyerhaeuser Company	Member manager	1 Jun 1996	75% - 100%	91-0470860
John Anthony Maurel	Vice president	1 Apr 2004	Other	4354714
Salim A Shariff	President	1 Jul 2004	Other	4602799
Salim Abdul Hirji Shariff	President	1 Jul 2004	Other	4602799
Thomas Neal Sullins	Chief compliance officer	1 Aug 2004	Other	4809640
Jeffrey B Klein	Deputy chief investment officer	1 Dec 2004	Other	4937227
Todd Gordon Keeney	Director of finance and operations	1 Dec 2004	Other	4937755

Based in Federal Way

The principal office where Weyerhaeuser Asset Management, LLC performs its advisory services is located at 33663 Weyerhaeuser Way South, Federal Way, WA 98003 9777 The mailing address of the firm is P.O. Box 9777, Federal Way, WA 98063 9777. It doesn’t run an office outside of the United States.