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REALLOCATE
LAKE OSWEGO, OR
800-286-1602
SEC #801-112828Total AUM
$1.3M
Employees
5Clients
10Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
525 3RD STREET, SUITE 200
LAKE OSWEGO
OR 97034
United States
LAKE OSWEGO
OR 97034
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Monday - Friday
Phone
800-286-1602
Financials
Total AUM
$1.3M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$1.3M
Accounts
1
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$1.3M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
EducationOther ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDING INVESTMENT ADVICE VIA SOFTWARE MODELS ON REAL ESTATE INVESTMENTS BASED UPON CLIENT AND PROPERTY PROFILES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
CACOFLILMANJNYORTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.