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Building 2ROI FINANCIAL

Map pinBEAVERTON, OR
Phone503-941-5925
NotebookSEC #801-121903
Total AUM
$264.2M
Employees
8
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14675 SW MILLIKAN WAY
BEAVERTON
OR 97003
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
503-941-5925
Other Offices
1

ReceiptFinancials

Total AUM
$264.2M
Accounts
1,518
Discretionary
$256.7M
Accounts
1,507
Non-Discretionary
$7.5M
Accounts
11

ContactClients

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Individual Clients
192
AUM
$50.9M
HNW Individual Clients
80
AUM
$205.7M
Pension/Profit Sharing Plan Clients
11
AUM
$7.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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

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