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Building 2FINANCIAL INVESTMENT TEAM ("FIT")

Map pinPORTLAND, OR
Phone503-906-5205
NotebookSEC #801-114111
Total AUM
$209.1M
Employees
5
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15350 SW SEQUOIA PKWY
SUITE 150
PORTLAND
OR 97224
United States
Operating Hours
9:00 AM - 4:00 PM
MONDAY - THURSDAY
Phone
503-906-5205
Other Offices
1

ReceiptFinancials

Total AUM
$209.1M
Accounts
870
Discretionary
$209.1M
Accounts
870
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
279
AUM
$121.5M
HNW Individual Clients
24
AUM
$87.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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