Overview
Assets Under Management: $232 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,213
Non-Discretionary Accounts: 1,213
Regulatory Filings
CRD Number: 117502
Last Filing Date: 2024-12-18 00:00:00
Website: https://thinkpinnacle.com