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Building 2CS PLANNING CORP

Map pinPORTLAND, OR
Phone503-292-5853
NotebookSEC #801-70381
Total AUM
$2B
Employees
60
Clients
4,200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3395 SW GARDEN VIEW AVE
PORTLAND
OR 97225
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
503-292-5853
Other Offices
36

ReceiptFinancials

Total AUM
$2B
Accounts
9,340
Discretionary
$2B
Accounts
9,340
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,649
AUM
$886.5M
HNW Individual Clients
541
AUM
$1.1B
Corporation or Business Clients
10
AUM
$11.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACODCDEFLGAHIIDILINLAMAMDMIMNMTNCNENHNJNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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