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Building 2EVE WEALTH

Map pinPORTLAND, OR
Phone302-440-5497
NotebookSEC #801-132399
Total AUM
$22.1K
Employees
9
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1336 NW FLANDERS STREET #246
PORTLAND
OR 97209-2645
United States
Operating Hours
9AM - 5PM PST
BY APPT ONLY
Phone
302-440-5497

ReceiptFinancials

Total AUM
$22.1K
Accounts
7
Discretionary
$22.1K
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$22.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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