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Building 2STRATEGY CAP, LLC

Map pinBEND, OR
Phone541-585-3737
NotebookSEC #801-126756
Total AUM
$48.1M
Employees
2
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 SW POWERHOUSE DRIVE
SUITE 300
BEND
OR 97702
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
541-585-3737

ReceiptFinancials

Total AUM
$48.1M
Accounts
114
Discretionary
$48.1M
Accounts
112
Non-Discretionary
$67.8K
Accounts
2

ContactClients

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Individual Clients
23
AUM
$6M
HNW Individual Clients
24
AUM
$42.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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

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