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Home > Retirement Planners > oregon > west linn > ETESIAN WEALTH ADVISORS, INC.
ETESIAN WEALTH ADVISORS, INC.
1969 Willamette Falls Drive, #200
West Linn, Oregon 97068
Tel: 503-387-3615
About ETESIAN WEALTH ADVISORS, INC.
ETESIAN WEALTH ADVISORS, INC, formally registered with the SEC as ETESIAN WEALTH ADVISORS, INC. The firm was established in 11/18/2009. They have over 2 offices throughout the country.
ETESIAN WEALTH ADVISORS, INC. is a West Linn, Oregon based Financial Planning firm with nearly $426,823,705 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152127 |
| SEC# | 801-70785 |
| Assets Managed by Firm | $426,823,705 |
| No. of Clients | 930 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 930 | $426,823,705 |
| Individuals (other than high net worth individuals) | 376 | $294,756,676 |
| High net worth individuals | 12 | $98,401,958 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,936,192 |
| Charitable organizations | Fewer than 5 clients | $28,728,879 |
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