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Building 2NEIL A RUE, CFA INVESTMENT ADVISOR

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Phone503-539-6190
NotebookSEC #801-130556
Total AUM
$8.3M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
503-539-6190

ReceiptFinancials

Total AUM
$8.3M
Accounts
6
Discretionary
$0
Accounts
0
Non-Discretionary
$8.3M
Accounts
6

ContactClients

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Individual Clients
1
AUM
$1.2M
HNW Individual Clients
1
AUM
$7.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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