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Building 2CAIRN INVESTMENT GROUP

Map pinVANCOUVER, WA
Phone503-241-4901
NotebookSEC #801-68016
Total AUM
$385M
Employees
6
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 BROADWAY STREET
SUITE 480
VANCOUVER
WA 98660
United States
Operating Hours
6:30AM TO 4:00PM
Monday - Friday
Phone
503-241-4901
Other Offices
2

ReceiptFinancials

Total AUM
$385M
Accounts
806
Discretionary
$355.5M
Accounts
774
Non-Discretionary
$29.4M
Accounts
32

ContactClients

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Individual Clients
189
AUM
$57.8M
HNW Individual Clients
120
AUM
$325.4M
Charitable Organization Clients
1
AUM
$270.8K
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORSCTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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