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Building 2CROWN POINT WEALTH ADVISORS

Map pinHOOD RIVER, OR
Phone541-386-2792
NotebookSEC #801-129946
Total AUM
$185.5M
Employees
3
Clients
677

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1313 BELMONT AVE.
HOOD RIVER
OR 97031
United States
Operating Hours
7:00AM-4:00PM
Monday - Friday
Phone
541-386-2792

ReceiptFinancials

Total AUM
$185.5M
Accounts
1,274
Discretionary
$179.6M
Accounts
1,257
Non-Discretionary
$5.9M
Accounts
17

ContactClients

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Individual Clients
527
AUM
$52M
HNW Individual Clients
126
AUM
$127.2M
Charitable Organization Clients
1
AUM
$633.2K
Insurance Company Clients
1
AUM
$4.4K
Corporation or Business Clients
22
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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

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