PORTLAND PRIVATE WEALTH MANAGEMENT, INC. - Financial Advisor in Oregon, Portland

Tel: 503-405-9472 1834 Sw 58th Avenue Suite 101 Portland, Oregon 97221

About PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

PORTLAND PRIVATE WEALTH MANAGEMENT, INC. is a Portland, Oregon based financial advisory firm with nearly $222,028,660 in assets under management and provides investment advisory services for 872 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

171321

Firm SEC#:

801-118362

Assets Under Management:

$222,028,660

No. of Clients:

872

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

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