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Building 2E2I ADVISORS, LLC

Map pinPORTLAND, OR
Phone(877) 356-1058
NotebookSEC #801-111058
Total AUM
$194M
Employees
5
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 NW 10TH AVE
SUITE 200
PORTLAND
OR 97209
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(877) 356-1058
Other Offices
2

ReceiptFinancials

Total AUM
$194M
Accounts
281
Discretionary
$99.9M
Accounts
241
Non-Discretionary
$94.1M
Accounts
40

ContactClients

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Individual Clients
75
AUM
$18.3M
HNW Individual Clients
31
AUM
$81.6M
Pension/Profit Sharing Plan Clients
40
AUM
$94.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAORTX

HandshakeAffiliates

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

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