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Building 2PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Map pinPORTLAND, OR
Phone503-253-3000
NotebookSEC #801-126661
Total AUM
$173.5M
Employees
7
Clients
549

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7160 SW FIR LOOP
SUITE 201
PORTLAND
OR 97223
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
503-253-3000
Other Offices
1

ReceiptFinancials

Total AUM
$173.5M
Accounts
1,340
Discretionary
$173.5M
Accounts
1,340
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
496
AUM
$141.4M
HNW Individual Clients
15
AUM
$26.1M
Pension/Profit Sharing Plan Clients
37
AUM
$4.8M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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