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Building 2WEALTH BRIDGE SOLUTIONS, LLC

Map pinPORTLAND, OR
Phone(503) 417-7777
NotebookSEC #801-110018
Total AUM
$55M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 SW 5TH AVE. STE 1940
PORTLAND
OR 97204
United States
Operating Hours
7:30 AM - 4:00 PM
BY APPOINTMENT ONLY
Phone
(503) 417-7777

ReceiptFinancials

Total AUM
$55M
Accounts
225
Discretionary
$55M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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