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Building 2BIRCH & JOSSI FINANCIAL ADVISORS, INC.

Map pinCLACKAMAS, OR
Phone503-654-5100
NotebookSEC #801-68374
Total AUM
$36M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9200 SE SUNNYBROOK BLVD. STE 210
CLACKAMAS
OR 97015
United States
Operating Hours
8.30 - 5:00
Monday - Friday
Phone
503-654-5100

ReceiptFinancials

Total AUM
$36M
Accounts
125
Discretionary
$36M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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