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Building 2STRATEGIC FINANCIAL PARTNERS, LTD

Map pin
Phone503-467-7832
NotebookSEC #801-77447
Total AUM
$321.1M
Employees
7
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
503-467-7832
Other Offices
7

ReceiptFinancials

Total AUM
$321.1M
Accounts
902
Discretionary
$321.1M
Accounts
902
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
254
AUM
$69.6M
HNW Individual Clients
86
AUM
$250.7M
Pension/Profit Sharing Plan Clients
19
AUM
$0
Charitable Organization Clients
1
AUM
$751.5K

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 Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CANENMORTXWA

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

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