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Building 2TRADEWINDS WEALTH MANAGEMENT

Map pinPORTLAND, OR
Phone503-673-2828
NotebookSEC #801-127142
Total AUM
$135.1M
Employees
4
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5550 S MACADAM AVE
STE 110
PORTLAND
OR 97239
United States
Operating Hours
8-5
Monday - Friday
Phone
503-673-2828
Other Offices
1

ReceiptFinancials

Total AUM
$135.1M
Accounts
261
Discretionary
$135.1M
Accounts
261
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
232
AUM
$79.9M
HNW Individual Clients
28
AUM
$47.9M
Pooled Vehicle Clients
1
AUM
$7.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMANHORRITXWA

HandshakeAffiliates

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

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