PARISH & COMPANY LLC
Lake Oswego, OR
AUM
$104.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-821-7232
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
43 advisers found
EXECUTIVE INVESTMENT SERVICES, LLC
Lake Oswego, OR
AUM
$91.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
503-697-0817
HANDY & COMPANY FINANCIAL ADVISORS, INC.
Lake Oswego, OR
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-635-6100
KETURI INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$68.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
503-970-6830
D. MATTERSDORFF LLC
Lake Oswego, OR
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(510) 842-6060
OSWEGO PRIVATE WEALTH MANAGEMENT
Lake Oswego, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-931-8104
PLANFUL FINANCE LLC
Lake Oswego, OR
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-395-5005
GREENBRIDGE INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$49.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5035059699
DAVIDSON & WATSON FINANCIAL
Lake Oswego, OR
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
503-635-2058
GRADOW CAPITAL MANAGEMENT, LLC
Lake Oswego, OR
AUM
$33.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-534-3636
WBH FINANCIAL SERVICES, LLC
Lake Oswego, OR
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-699-9200
BOZ & COMPANY LLC
Lake Oswego, OR
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-790-2317
TANDEM VIEWS INVESTMENT SERVICES, LLC
Lake Oswego, OR
AUM
$7.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
503-781-4078
AEGIS FINANCIAL ADVISORY
Lake Oswego, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
5032901089
LETTIN WEALTH MANAGEMENT GROUP, INC.
Lake Oswego, OR
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
REFERRAL FEES
503-925-0554
ROSE CITY INVESTMENT CONSULTING LLC
Lake Oswego, OR
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Fixed fees
503-816-8998
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