PINNACLE WEALTH ADVISORS
Clackamas, OR
AUM
$549.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-654-5100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
TRUE NORTH RETIREMENT ADVISORS, LLC
Clackamas, OR
AUM
$460.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(503) 387-6869
IMS CAPITAL MANAGEMENT
Clackamas, OR
AUM
$380.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
503-788-4200
STANGIER WEALTH MANAGEMENT
Clackamas, OR
AUM
$300.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-257-0057
SUMMA GLOBAL ADVISORS, LLC
Clackamas, OR
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-636-2022
STRATEGIC FINANCE INC.
Clackamas, OR
AUM
$3.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-451-0227