Overview
Assets Under Management: $138 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 56
Average Client Assets: $1.6 million
Frequently Asked Questions
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. 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 #323146), PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. is headquartered in PORTLAND, OR.
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. serves 56 high-net-worth clients according to their SEC filing dated December 10, 2025. View client details ↓
According to their SEC Form ADV, PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. manages $138 million in client assets according to their SEC filing dated December 10, 2025.
According to their SEC Form ADV, PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.35%
Average Client Assets: $1.6 million
Total Client Accounts: 1,235
Discretionary Accounts: 1,235
Regulatory Filings
CRD Number: 323146
Filing ID: 2031587
Last Filing Date: 2025-12-10 17:05:26