Overview
Assets Under Management: $1.1 billion
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 6
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.30
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 2,612
Discretionary Accounts: 2,583
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 140339
Filing ID: 2005170
Last Filing Date: 2025-07-22 13:36:00
Website: https://cmapdx.com