Overview
Assets Under Management: $222 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 872
Discretionary Accounts: 859
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 171321
Last Filing Date: 2025-02-12 00:00:00
Website: https://portlandprivatewm.com