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Best Investment Firms in Oregon

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Firms or Advisors

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Assets (AUM)
0B
20B+
Years of Experience
0
20+
Location
State
10 Firms Found
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"A" STREET FINANCIAL ADVISORS, INC. CRD: 128410
ASHLAND, OR
Client Count and Type
79%General Clients
20%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
2260 WEST CRD: 310460
BEND, OR
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
3X5 PARTNERS CRD: 283349
PORTLAND, OR
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
44 WEALTH MANAGEMENT LLC CRD: 309647
EUGENE, OR
Client Count and Type
10%General Clients
90%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
5 STAR INVESTING CRD: 155479
MILTON-FREEWATER, OR
Client Count and Type
100%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
801 WEST CAPITAL MANAGEMENT, LLC CRD: 168417
PORTLAND, OR
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
100%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ACM MANAGEMENT COMPANY, LLC CRD: 283037
PORTLAND, OR
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
100%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADB CAPITAL MANAGEMENT, LLC CRD: 155619
EUGENE, OR
Client Count and Type
71%General Clients
23%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
6%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
ADVANCED WEALTH MANAGEMENT CRD: 155249
PORTLAND, OR
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
AEGIS FINANCIAL ADVISORY CRD: 137602
LAKE OSWEGO, OR
Client Count and Type
42%General Clients
58%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees