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Building 2IMC

Map pinPORTLAND, OR
Phone503-248-9064
NotebookSEC #801-47357
Total AUM
$420.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 SW COLUMBIA
SUITE 1080
PORTLAND
OR 97201
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
503-248-9064

ReceiptFinancials

Total AUM
$420.6M
Accounts
453
Discretionary
$120.9M
Accounts
200
Non-Discretionary
$299.7M
Accounts
253

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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