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Building 2PACIFIC COAST INVESTMENT ADVISORS, LLC

Map pinWEST LINN, OR
Phone503-968-2500
NotebookSEC #801-131414
Total AUM
$122.2M
Employees
1
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1914 WILLAMETTE FALLS DR.
SUITE 180
WEST LINN
OR 97068
United States
Operating Hours
8:00-4:00PM
Monday - Friday
Phone
503-968-2500

ReceiptFinancials

Total AUM
$122.2M
Accounts
312
Discretionary
$122.2M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$99.8M
HNW Individual Clients
30
AUM
$22.3M
Corporation or Business Clients
3
AUM
$113.7K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ORTXWA

HandshakeAffiliates

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

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