William Ross
CRD Number: 2177428Current Firm: North Forty Two & Company
Compensation Model: Fee Only
North Forty Two is a fee-only investment advisory boutique that has served as a trusted fiduciary to a select number of high-net-worth households for nearly two decades. We construct tailored investment solutions and provide practical financial planning guidance and business coaching to no more than one hundred clients. When you meet with us, it’s like sitting down with a trusted friend. Personal attention and full transparency are what make the firm unique.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Forty Two & Company | Lake Oswego, OR | Oct 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
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Total Assets Under Management143MILLIONS
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Total Number of Accounts233ACCOUNTS
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Average Account Value$612,996
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NH, OR
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