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Building 2PRIVATE WEALTH ADVISORS, INC.

Map pinGRESHAM, OR
Phone503-505-5866
NotebookSEC #801-69670
Total AUM
$51.9M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 NW EASTMENT PKWAY
SUITE 150
GRESHAM
OR 97030
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
503-505-5866

ReceiptFinancials

Total AUM
$51.9M
Accounts
209
Discretionary
$51.9M
Accounts
209
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACOGAINNVORTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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