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Building 2CORDANT WEALTH PARTNERS

Map pinPORTLAND, OR
Phone(503) 621-9207
NotebookSEC #801-70937
Total AUM
$370.5M
Employees
8
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2175 NW RALEIGH ST.
SUITE 110
PORTLAND
OR 97210
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(503) 621-9207

ReceiptFinancials

Total AUM
$370.5M
Accounts
999
Discretionary
$364.8M
Accounts
961
Non-Discretionary
$5.7M
Accounts
38

ContactClients

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Individual Clients
38
AUM
$8.8M
HNW Individual Clients
126
AUM
$361.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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