Overview
Assets Under Management: $111 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 165
Average Client Assets: $0.6 million
Frequently Asked Questions
E2I ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285987), E2I ADVISORS, LLC is subject to fiduciary duty under federal law.
E2I ADVISORS, LLC is headquartered in PORTLAND, OR.
E2I ADVISORS, LLC serves 165 high-net-worth clients according to their SEC filing dated October 29, 2018. View client details ↓
According to their SEC Form ADV, E2I ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
E2I ADVISORS, LLC manages $111 million in client assets according to their SEC filing dated October 29, 2018.
According to their SEC Form ADV, E2I ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.75%
Average Client Assets: $0.6 million
Total Client Accounts: 294
Discretionary Accounts: 294
Regulatory Filings
CRD Number: 285987
Filing ID: 1248628
Last Filing Date: 2018-10-29 22:14:00