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2260 WEST
2260 WEST, LLC
CRD 310460
2796 NW CLEARWATER DR, BEND, OR, 97703, United States
Phone
(541) 707-2260
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.2M
Discretionary AUM
$76.2M
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $12.8M |
| High net worth individuals | 15 | $63.4M |
All web addresses on file
Official SEC filing: View on IAPD