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Building 2ALUMAN

Map pin
Phone503-894-5688
NotebookSEC #801-132930
Total AUM
$135M
Employees
2
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 - 5
Monday - Friday
Phone
503-894-5688
Other Offices
1

ReceiptFinancials

Total AUM
$135M
Accounts
403
Discretionary
$135M
Accounts
403
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$45.2M
HNW Individual Clients
30
AUM
$78.8M
Pension/Profit Sharing Plan Clients
8
AUM
$10.6M
Corporation or Business Clients
2
AUM
$355.5K

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
CAMNORTXWA

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

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