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Building 2M FINANCIAL ASSET MANAGEMENT, INC.

Map pinPORTLAND, OR
Phone503-232-6960
NotebookSEC #801-66320
Total AUM
$1.2B
Employees
5
Clients
1,021

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1125 NW COUCH ST
STE 900
PORTLAND
OR 97209
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
503-232-6960
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,998
Discretionary
$1.2B
Accounts
1,998
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
960
AUM
$701.5M
HNW Individual Clients
35
AUM
$471.9M
Pension/Profit Sharing Plan Clients
7
AUM
$8.9M
Charitable Organization Clients
2
AUM
$380.8K
Corporation or Business Clients
17
AUM
$51.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTFLGAIAILINLAMAMIMONCNENJNYOHORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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