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Building 2MASTERPLAN ADVISORS, INC.

Map pinPORTLAND, OR
Phone503-241-8161
NotebookSEC #801-64452
Total AUM
$186.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 SW FIRST AVENUE, SUITE 300
PORTLAND
OR 97201
USA
Operating Hours
0900 AM TO 4:00 PM
Monday - Friday
Phone
503-241-8161

ReceiptFinancials

Total AUM
$186.8M
Accounts
27
Discretionary
$0
Accounts
0
Non-Discretionary
$186.8M
Accounts
27

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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