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Building 2CAPITOL FAMILY OFFICE, INC.

Map pinBEAVERTON, OR
Phone(503) 897-0236
NotebookSEC #801-120221
Total AUM
$136.1M
Employees
2
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 NW BETHANY BLVD.
SUITE 200
BEAVERTON
OR 97006
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(503) 897-0236

ReceiptFinancials

Total AUM
$136.1M
Accounts
462
Discretionary
$130.7M
Accounts
448
Non-Discretionary
$5.4M
Accounts
14

ContactClients

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Individual Clients
79
AUM
$44M
HNW Individual Clients
45
AUM
$92.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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