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Building 2BEACON ROCK PARTNERS

Map pinPORTLAND, OR
Phone503-827-8591
NotebookSEC #801-64742
Total AUM
$199.3M
Employees
3
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 SW YAMHILL STREET
SUITE 1000
PORTLAND
OR 97204
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-827-8591

ReceiptFinancials

Total AUM
$199.3M
Accounts
681
Discretionary
$188.6M
Accounts
622
Non-Discretionary
$10.7M
Accounts
59

ContactClients

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Individual Clients
44
AUM
$14.5M
HNW Individual Clients
120
AUM
$182.4M
Pension/Profit Sharing Plan Clients
2
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
CAORWA

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

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