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Building 2WINDERMERE INVESTMENT ASSOCIATES, LLC

Map pinPORTLAND, OR
Phone503-228-3941
NotebookSEC #801-63111
Total AUM
$18.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 S W MORRISON
SUITE 925
PORTLAND
OR 97204
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
503-228-3941

ReceiptFinancials

Total AUM
$18.9M
Accounts
5
Discretionary
$18.9M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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

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