1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STRATEGIC GROUP

Map pinPORTLAND, OR
Phone503-222-9737
NotebookSEC #801-67991
Total AUM
$22.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4380 SW MACADAM AVE
SUITE 260
PORTLAND
OR 97239
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
503-222-9737

ReceiptFinancials

Total AUM
$22.9M
Accounts
204
Discretionary
$20.7M
Accounts
195
Non-Discretionary
$2.2M
Accounts
9

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account