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Building 2MKG CAPITAL ADVISORS

Map pinPORTLAND, OR
Phone503-226-6700
NotebookSEC #801-62971
Total AUM
$22.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 SW FIRST AVE.
SUITE 1000
PORTLAND
OR 97201-5834
United States
Operating Hours
7AM - 4:30PM
Monday - Friday
Phone
503-226-6700

ReceiptFinancials

Total AUM
$22.1M
Accounts
225
Discretionary
$20.4M
Accounts
208
Non-Discretionary
$1.8M
Accounts
17

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
DISCRETIONARY BROKERAGE SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX

HandshakeAffiliates

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

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