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Building 2CONCENTRIC WEALTH ADVISORS LLC

Map pinLAKE OSWEGO, OR
Phone503-343-7033
NotebookSEC #801-106884
Total AUM
$90.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16679 BOONES FERRY RD STE 115
LAKE OSWEGO
OR 97035
United States
Operating Hours
8A-4P
Monday - Friday
Phone
503-343-7033

ReceiptFinancials

Total AUM
$90.1M
Accounts
9
Discretionary
$90.1M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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