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Building 2WILLAMETTE FINANCIAL ADVISORS, LLC

Map pinPORTLAND, OR
Phone503-747-0306
NotebookSEC #801-112193
Total AUM
$117.5M
Employees
3
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6650 SW REDWOOD LANE, SUITE 310
SUITE 310
PORTLAND
OR 97224
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
503-747-0306

ReceiptFinancials

Total AUM
$117.5M
Accounts
488
Discretionary
$110.8M
Accounts
483
Non-Discretionary
$6.7M
Accounts
5

ContactClients

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Individual Clients
168
AUM
$53.1M
HNW Individual Clients
33
AUM
$64.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILLAORTXWA

HandshakeAffiliates

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

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