1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SKYLINE FINANCIAL NORTHWEST

Map pinPORTLAND, OR
Phone888-739-7369
NotebookSEC #801-133826
Total AUM
$148.3M
Employees
3
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 SW BROADWAY
SUITE 100
PORTLAND
OR 97201
United States
Operating Hours
0800 -1700
Monday - Friday
Phone
888-739-7369

ReceiptFinancials

Total AUM
$148.3M
Accounts
610
Discretionary
$135.6M
Accounts
597
Non-Discretionary
$12.7M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
42
AUM
$13.1M
HNW Individual Clients
77
AUM
$119.9M
Pension/Profit Sharing Plan Clients
13
AUM
$12.7M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account