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Building 24:8 FINANCIAL

Map pinCANBY, OR
Phone503-266-4848
NotebookSEC #801-134078
Total AUM
$318M
Employees
8
Clients
834

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
266 NORTHWEST 1ST AVE
CANBY
OR 97013
United States
Operating Hours
9AM TO 5PM
M-TH
Phone
503-266-4848

ReceiptFinancials

Total AUM
$318M
Accounts
1,884
Discretionary
$318M
Accounts
1,884
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
752
AUM
$156.1M
HNW Individual Clients
69
AUM
$143.6M
Pension/Profit Sharing Plan Clients
6
AUM
$17.5M
Charitable Organization Clients
3
AUM
$257K
Corporation or Business Clients
4
AUM
$508K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORTXWA

HandshakeAffiliates

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

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