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Building 2NORTHWEST FINANCIAL OF OREGON

Map pinPORTLAND, OR
Phone503.222.9050
NotebookSEC #801-19003
Total AUM
$46M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4640 SW MACADAM AVE #280
PORTLAND
OR 97239
USA
Operating Hours
8:OO AM - 5:00 PM
Monday - Friday
Phone
503.222.9050

ReceiptFinancials

Total AUM
$46M
Accounts
133
Discretionary
$41.8M
Accounts
121
Non-Discretionary
$4.2M
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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

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