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Building 2NORTH RIDGE

Map pinBEAVERTON, OR
Phone503-206-8784
NotebookSEC #801-121589
Total AUM
$216M
Employees
3
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8285 SW NIMBUS AVENUE
SUITE 155
BEAVERTON
OR 97008
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
503-206-8784
Other Offices
1

ReceiptFinancials

Total AUM
$216M
Accounts
559
Discretionary
$216M
Accounts
559
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$45.3M
HNW Individual Clients
70
AUM
$170.2M
Charitable Organization Clients
1
AUM
$496K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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

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