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Building 2NORTH FORTY TWO & CO.

Map pinLAKE OSWEGO, OR
Phone503-417-2970
NotebookSEC #801-122226
Total AUM
$167.9M
Employees
2
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 3RD STREET
SUITE 200
LAKE OSWEGO
OR 97034
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
503-417-2970
Other Offices
1

ReceiptFinancials

Total AUM
$167.9M
Accounts
263
Discretionary
$167.9M
Accounts
263
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$5.2M
HNW Individual Clients
44
AUM
$162.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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

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