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Building 2ALISON, LLC

Map pinEUGENE, OR
Phone541-342-3433
NotebookSEC #801-63466
Total AUM
$109.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
390 HIGH STREET
EUGENE
OR 97401
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
541-342-3433

ReceiptFinancials

Total AUM
$109.4M
Accounts
522
Discretionary
$98.2M
Accounts
500
Non-Discretionary
$11.2M
Accounts
22

ContactClients

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None reported

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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

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