Overview
Assets Under Management: $183 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 3
Average Client Assets: $36 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.83
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 589
Discretionary Accounts: 564
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 144377
Filing ID: 1998828
Last Filing Date: 2025-06-18 16:07:00
Website: https://orcaim.com