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

Building 2RVK, INC.

Map pinPORTLAND, OR
Phone503-221-4200
NotebookSEC #801-27679
Total AUM
$827.9M
Employees
127
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 SW COLUMBIA STREET, SUITE 600
PORTLAND
OR 97201
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
503-221-4200
Other Offices
3

ReceiptFinancials

Total AUM
$827.9M
Accounts
35
Discretionary
$0
Accounts
0
Non-Discretionary
$827.9M
Accounts
35

ContactClients

View more in analytics →

HNW Individual Clients
7
AUM
$59.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
72
AUM
$289.6M
Charitable Organization Clients
26
AUM
$265.7M
Government Entity Clients
56
AUM
$11.3M
Insurance Company Clients
13
AUM
$48M
Sovereign Wealth Fund Clients
11
AUM
$154M
Corporation or Business Clients
19
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationOther ServicesPension ConsultingPublications
Other Services
ASSET ALLOCATION ADVICE; MANAGER / INVESTMENT ADVICE; PERFORMANCE EVALUATION AND REPORTING; OTHER CONSULTING SERVICES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
% BASIS PT. ON PORTFOLIO VALUE

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAIDILNMNYORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account