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

Building 2EFM INVESTMENTS & ADVISORY LLC

Map pinPORTLAND, OR
Phone503-467-0829
NotebookSEC #801-135239
Total AUM
$680M
Employees
13
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
721 NW 9TH AVE
SUITE 230
PORTLAND
OR 97209
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
503-467-0829

ReceiptFinancials

Total AUM
$680M
Accounts
9
Discretionary
$235.4M
Accounts
4
Non-Discretionary
$444.7M
Accounts
5

ContactClients

View more in analytics →

Pooled Vehicle Clients
7
AUM
$598.8M
Other Clients
2
AUM
$81.3M
Description of Other Clients
SEPERATELY MANAGED ACCOUNTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account