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Building 2FILIGREE ADVISORS

Map pinLAKE OSWEGO, OR
Phone503-496-3230
NotebookSEC #801-68871
Total AUM
$68M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 B AVENUE
SUITE 290
LAKE OSWEGO
OR 97034
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
503-496-3230

ReceiptFinancials

Total AUM
$68M
Accounts
27
Discretionary
$68M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

HandshakeAffiliates

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

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