Overview
Assets Under Management: $160 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 254
Discretionary Accounts: 254
Regulatory Filings
CRD Number: 148417
Last Filing Date: 2025-02-26 00:00:00
Website: https://northfortytwo.com