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Building 2PACIFIC COAST INVESTMENT ADVISORS, LLC

Map pinLAKE OSWEGO, OR
Phone503-968-2500
NotebookSEC #801-64903
Total AUM
$48.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5285 SW MEADOWS ROAD
SUITE 330
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00-4:00PM
Monday - Friday
Phone
503-968-2500

ReceiptFinancials

Total AUM
$48.2M
Accounts
282
Discretionary
$44.8M
Accounts
271
Non-Discretionary
$3.4M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTX

HandshakeAffiliates

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

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