Mill Creek, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Alongside, LLC
Team
Firm-wide stats for Alongside, LLC
About
Alongside, LLC is an SEC‑registered advisory firm managing approximately $878.6 million for about 2,103 client relationships through a 16‑advisor team. The firm offers financial planning, discretionary and non‑discretionary investment management, retirement‑plan consulting, and fractional family office services (provided through an affiliated entity).
The firm’s investment process centers on diversified, long‑term asset allocation informed by a derivative of Modern Portfolio Theory and a mix of fundamental, cyclical, technical and behavioral analysis. Alongside uses proprietary and third‑party model portfolios delivered via Orion and Black Diamond, selects third‑party managers when appropriate, and implements tactical rebalancing and, in some cases, leverage, options and other instruments consistent with client objectives.
What distinguishes Alongside from many peers are its formal affiliations and economic relationships with other advisers and service providers, including an outsourced CIO arrangement with Opal Capital LLC and affiliated advisory entities (e.g., 49 Financial/49 Wealth Management and 818 Family Office), as well as advisory professionals who are registered representatives of a broker‑dealer. Those affiliations underpin its fractional family office offering (with a $10 million net‑worth/$5 million liquid minimum), involve disclosed fee‑sharing and economic incentives (including loans and marketing relationships), and are called out in the brochure as potential conflicts of interest for clients to consider.
Based on Alongside, LLC
Location
15117 Main St, Ste 207 A
Mill Creek WA 98012
Advisors at this office
3
Advisors at this office
Patrick S
Series 63, Series 65
Mill Creek, WA
Alongside, LLC
Patrick Scanlan is a financial advisor at Alongside, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Wells Fargo. Outside of his advisory role, Scanlan is also the owner of a wedding and family portrait photography business serving the Seattle area. Alongside, LLC is an SEC-registered advisory firm managing approximately $879 million for over 2,100 client relationships through a 16-advisor team. The firm offers financial planning, investment management, retirement-plan consulting, and fractional family office services, using a diversified, long-term asset allocation approach informed by multiple analytical methods.
Peter L
CFP®, ChFC®, Series 66
Mill Creek, WA
Alongside, LLC
Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.
Noel S
Series 65
Mill Creek, WA
Alongside, LLC
Noel Soderblom is a Series 65-licensed financial advisor with one year of industry experience, currently with Alongside, LLC. His prior roles include positions at Thrivent Advisor Network, Global Market Innovators, and Harbortech Mobility, Inc. In addition to his advisory work, he is a licensed real estate broker representing buyers and sellers of residential properties through Blue Pacific Real Estate. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.
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