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NORTH FORTY TWO & CO.

CRD 148417 · SEC 801-122226

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525 3RD STREET, SUITE 200, LAKE OSWEGO, OR, 97034, United States

Phone

503-417-2970

Fax

503-417-4224

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$167.9M

Discretionary AUM

$167.9M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals30$5.2M
High net worth individuals44$162.8M

States served

OR, NH

All web addresses on file

Official SEC filing: View on IAPD