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Building 2BLUE WATER WEALTH

Map pinPORTLAND, OR
Phone503-296-8700
NotebookSEC #801-76933
Total AUM
$60M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9755 SW BARNES ROAD
SUITE 610
PORTLAND
OR 97225
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
503-296-8700

ReceiptFinancials

Total AUM
$60M
Accounts
125
Discretionary
$0
Accounts
0
Non-Discretionary
$60M
Accounts
125

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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