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Building 2PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Map pinPORTLAND, OR
Phone503-405-9472
NotebookSEC #801-118362
Total AUM
$235.4M
Employees
5
Clients
455

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1834 SW 58TH AVENUE
SUITE 101
PORTLAND
OR 97221
United States
Operating Hours
8:00 AM - 5:00 P.M.
Monday - Friday
Phone
503-405-9472
Other Offices
2

ReceiptFinancials

Total AUM
$235.4M
Accounts
916
Discretionary
$227.2M
Accounts
906
Non-Discretionary
$8.2M
Accounts
10

ContactClients

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Individual Clients
379
AUM
$107.4M
HNW Individual Clients
60
AUM
$125.1M
Pension/Profit Sharing Plan Clients
11
AUM
$2.2M
Corporation or Business Clients
5
AUM
$705K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHORTXWA

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

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