NORTH FORTY TWO & CO.

525 3rd Street
Suite 200
Lake Oswego, Oregon 97034
Tel: 503-417-2970

About NORTH FORTY TWO & CO.

NORTH FORTY TWO & CO, formally registered with the SEC as NORTH FORTY TWO & CO. The firm was established in 09/03/2021. They have over 2 offices throughout the country.

NORTH FORTY TWO & CO. is a Lake Oswego, Oregon based Financial Planning firm with nearly $159,674,470 assets under management, offering retirement planning & investment advisory services to 254 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148417
SEC#	801-122226
Assets Managed by Firm	$159,674,470
No. of Clients	254
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	254	$159,674,470
Individuals (other than high net worth individuals)	30	$28,937,174
High net worth individuals	44	$130,737,296

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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