ETESIAN WEALTH ADVISORS, INC. - Financial Advisor in Oregon, West Linn

Tel: 503-387-3615 1969 Willamette Falls Drive, #200 West Linn, Oregon 97068

About ETESIAN WEALTH ADVISORS, INC.

ETESIAN WEALTH ADVISORS, INC. is a West Linn, Oregon based financial advisory firm with nearly $426,823,705 in assets under management and provides investment advisory services for 930 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

152127

Firm SEC#:

801-70785

Assets Under Management:

$426,823,705

No. of Clients:

930

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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