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Building 2BLUE WATER WEALTH

Map pinPORTLAND, OR
Phone503-296-8700
NotebookSEC #801-112810
Total AUM
$472.8M
Employees
15
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SW 116TH AVENUE
PORTLAND
OR 97225
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
503-296-8700
Other Offices
1

ReceiptFinancials

Total AUM
$472.8M
Accounts
1,206
Discretionary
$472.8M
Accounts
1,206
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$67.6M
HNW Individual Clients
218
AUM
$404.4M
Corporation or Business Clients
1
AUM
$876.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONYORRITXWA

HandshakeAffiliates

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

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