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Bruce P
Series 65
Seattle, WA
Petrie Capital Management LLC.
Bruce Petrie is the sole advisor at Petrie Capital Management LLC in Seattle, WA, holding a Series 65 designation with 21 years of industry experience. He has led Petrie Capital Management since its founding in 2005. Petrie Capital Management provides discretionary asset management and integrated financial planning services to individuals, trusts and estates, charitable organizations, and corporate clients. The firm customizes investment programs based on client goals and employs a range of strategies, including options and derivatives, with regular portfolio reviews and a generally conservative approach to cash balances.
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