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Building 2VAULT

Map pinPORTLAND, OR
Phone(800) 279-1455
NotebookSEC #801-99361
Total AUM
$1.1M
Employees
8
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1455 NW IRVING ST SUITE 200
PORTLAND
OR 97209
United States
Operating Hours
9:00 AM - 6:00 PM PT
Monday - Friday
Phone
(800) 279-1455

ReceiptFinancials

Total AUM
$1.1M
Accounts
507
Discretionary
$1.1M
Accounts
507
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
506
AUM
$300K
HNW Individual Clients
1
AUM
$800K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILINLAMAMDMIMNMONCNENHNJNYOHORPAPRSCTNTXVAVIVTWA

HandshakeAffiliates

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

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