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WILLAMETTE FINANCIAL ADVISORS, LLC

Tel: 503-747-0306
6650 Sw Redwood Lane, Suite 310
Suite 310
Portland, Oregon  97224

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WILLAMETTE FINANCIAL ADVISORS, LLC

WILLAMETTE FINANCIAL ADVISORS, LLC is a Portland, Oregon based financial advisory firm with nearly $131,478,210 in assets under management and provides investment advisory services for 687 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

173482

SEC#:

801-112193

No. of Clients:

687

Assets under Management

$131,478,210

No. of Advisors:

6

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