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Building 2STRATEGIC FINANCIAL PARTNERS, LTD

Map pinPORTLAND, OR
Phone503-467-7832
NotebookSEC #801-69924
Total AUM
$69.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 SW MORRISON STREET
SUITE 1550
PORTLAND
OR 97204
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
503-467-7832

ReceiptFinancials

Total AUM
$69.3M
Accounts
430
Discretionary
$69.3M
Accounts
430
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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