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Building 2PATTERN

Map pin
Phone503-201-1375
NotebookSEC #801-126076
Total AUM
$27.7K
Employees
1
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
503-201-1375
Other Offices
1

ReceiptFinancials

Total AUM
$27.7K
Accounts
85
Discretionary
$27.7K
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$7.5K
HNW Individual Clients
20
AUM
$20.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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