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Building 2ROSENBAUM FINANCIAL

Map pinPORTLAND, OR
Phone503-352-1300
NotebookSEC #801-80682
Total AUM
$418.5M
Employees
10
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 SW HARRISON STREET
SUITE 300
PORTLAND
OR 97201
United States
Operating Hours
7:30 AM TO 5 PM
Monday - Friday
Phone
503-352-1300

ReceiptFinancials

Total AUM
$418.5M
Accounts
254
Discretionary
$379.6M
Accounts
241
Non-Discretionary
$38.9M
Accounts
13

ContactClients

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Individual Clients
171
AUM
$75.1M
HNW Individual Clients
56
AUM
$203M
Pension/Profit Sharing Plan Clients
25
AUM
$140.2M
Charitable Organization Clients
1
AUM
$220.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIORTXWA

HandshakeAffiliates

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

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