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TRADEWINDS WEALTH MANAGEMENT
Tel: 503-673-2828
5550 S Macadam Ave Ste 110
Portland, Oregon 97239
TRADEWINDS WEALTH MANAGEMENT
TRADEWINDS WEALTH MANAGEMENT is a Portland, Oregon based financial advisory firm with nearly $131,640,422 in assets under management and provides investment advisory services for 261 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
323879
SEC#:
801-127142
No. of Clients:
261
Assets under Management
$131,640,422
No. of Advisors:
5
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