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Building 2METRIST WEALTH ADVISORS

Map pinLAKE OSWEGO, OR
Phone503 636-1443
NotebookSEC #801-119657
Total AUM
$121.7M
Employees
2
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 MEADOWS ROAD
SUITE 130
LAKE OSWEGO
OR 97035
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
503 636-1443

ReceiptFinancials

Total AUM
$121.7M
Accounts
317
Discretionary
$110.7M
Accounts
283
Non-Discretionary
$11M
Accounts
34

ContactClients

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Individual Clients
54
AUM
$23.6M
HNW Individual Clients
50
AUM
$98.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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

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