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

Building 2VISION CAPITAL MANAGEMENT INC

Map pinPORTLAND, OR
Phone503-221-5656
NotebookSEC #801-56669
Total AUM
$1.2B
Employees
13
Clients
1,800

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4380 S MACADAM AVENUE
SUITE 350
PORTLAND
OR 97239
United States
Operating Hours
7:30AM-4:30PM
Monday - Friday
Phone
503-221-5656

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,800
Discretionary
$1.2B
Accounts
1,800
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
636
AUM
$109.9M
HNW Individual Clients
1,119
AUM
$986.9M
Pension/Profit Sharing Plan Clients
9
AUM
$31.6M
Charitable Organization Clients
19
AUM
$26.7M
Corporation or Business Clients
17
AUM
$73.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

Feature requires an account