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Building 2PRIVATE CONSULTING GROUP, INC.

Map pinPORTLAND, OR
Phone503-972-1500
NotebookSEC #801-53674
Total AUM
$238.1M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4650 S.W. MACADAM AVENUE
SUITE 100
PORTLAND
OR 97239-4263
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
503-972-1500

ReceiptFinancials

Total AUM
$238.1M
Accounts
854
Discretionary
$209.1M
Accounts
531
Non-Discretionary
$29.1M
Accounts
323

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil ProceedingSRO Rule Violation
State Registrations
AZCACOCTFLGAIDILINLAMAMDMOMTNCNJNVNYOHORPATNTXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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