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PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
1834 Sw 58th Avenue
Suite 101
Portland, Oregon 97221
Tel: 503-405-9472
About PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC, formally registered with the SEC as PORTLAND PRIVATE WEALTH MANAGEMENT, INC. The firm was established in 04/03/2020. They have over 3 offices throughout the country.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. is a Portland, Oregon based Financial Planning firm with nearly $222,028,660 assets under management, offering retirement planning & investment advisory services to 872 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171321 |
| SEC# | 801-118362 |
| Assets Managed by Firm | $222,028,660 |
| No. of Clients | 872 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 872 | $222,028,660 |
| Individuals (other than high net worth individuals) | 400 | $108,971,549 |
| High net worth individuals | 49 | $110,539,464 |
| Pension and profit sharing plans | 9 | $1,783,687 |
| Corporations or other businesses | 5 | $733,960 |
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