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Building 2JH ADVISORS

Map pinSALEM, OR
Phone503.391.1040
NotebookSEC #801-113286
Total AUM
$212M
Employees
4
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1564 COMMERCIAL ST. SE
SALEM
OR 97302
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
503.391.1040

ReceiptFinancials

Total AUM
$212M
Accounts
414
Discretionary
$212M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$23.9M
HNW Individual Clients
58
AUM
$156.7M
Pension/Profit Sharing Plan Clients
19
AUM
$28.1M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
3
AUM
$488.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIORUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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