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Building 2SAMARA CAPITAL

Map pinBEAVERTON, OR
Phone888-397-8331
NotebookSEC #801-132735
Total AUM
$123M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8625 SW CASCADE AVE
SUITE 506
BEAVERTON
OR 97008
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
888-397-8331

ReceiptFinancials

Total AUM
$123M
Accounts
247
Discretionary
$123M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$40M
HNW Individual Clients
21
AUM
$77M
Charitable Organization Clients
1
AUM
$133.4K
Corporation or Business Clients
4
AUM
$5.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHORTXWA

HandshakeAffiliates

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

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