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Building 2XENA FINANCIAL PLANNING, LLC

Map pinPORTLAND, OR
Phone(503) 714-7357
NotebookSEC #801-134943
Total AUM
$104.5M
Employees
4
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 NE HOLLADAY ST
SUITE 1600
PORTLAND
OR 97232
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(503) 714-7357
Other Offices
1

ReceiptFinancials

Total AUM
$104.5M
Accounts
384
Discretionary
$104.5M
Accounts
384
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$18.7M
HNW Individual Clients
51
AUM
$85.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORTXWA

HandshakeAffiliates

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

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