1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NBC CAPITAL ADVISORS

Map pinBEAVERTON, OR
Phone503-683-7727
NotebookSEC #801-117800
Total AUM
$847.5M
Employees
5
Clients
2,272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8625 SW CASCADE AVE.,
SUITE 410
BEAVERTON
OR 97008
United States
Operating Hours
7AM TO 4PM
Monday - Friday
Phone
503-683-7727
Other Offices
1

ReceiptFinancials

Total AUM
$847.5M
Accounts
2,272
Discretionary
$795.1M
Accounts
2,247
Non-Discretionary
$52.4M
Accounts
25

ContactClients

View more in analytics →

Individual Clients
1,283
AUM
$133.6M
HNW Individual Clients
900
AUM
$590.3M
Pension/Profit Sharing Plan Clients
14
AUM
$48.1M
Charitable Organization Clients
18
AUM
$1.1M
Corporation or Business Clients
57
AUM
$74.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNVORTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account