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Building 2ROCK CREEK WEALTH MANAGEMENT

Map pinHILLSBORO, OR
Phone503-505-7000
NotebookSEC #801-134659
Total AUM
$101.1M
Employees
3
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1915 NE STUCKI AVENUE
STE 308
HILLSBORO
OR 97006
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
503-505-7000

ReceiptFinancials

Total AUM
$101.1M
Accounts
477
Discretionary
$101.1M
Accounts
477
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$65.3M
HNW Individual Clients
23
AUM
$34.8M
Charitable Organization Clients
3
AUM
$728.1K
Corporation or Business Clients
1
AUM
$307K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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

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