Cairn Investment Group

Cairn Investment Group (CRD# 143601) is a financial advisory firm headquartered in Portland, OR. They manage $167,624,314 in 593 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    593
    ACCOUNTS
  • Average Account Value
    $282,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Cairn Investment Group
Showing 1 - 3 of 3 top financial advisors.
1
Patrick J. Mason
CRD#: 4585346
121 Sw Morrison, Suite 1060, Portland, OR 97204
96
Wealthminder
score

Patrick Mason (CRD# 4585346) is an Investment Advisor Representative working at Cairn Investment Group in Portland, OR and has over 14 years of experience in the finance industry. Patrick Mason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy A. Mosier
CRD#: 4650900
121 Sw Morrison, Suite 1060, Portland, OR 97204
93
Wealthminder
score

Timothy Mosier (CRD# 4650900) is an Investment Advisor Representative working at Cairn Investment Group in Portland, OR and has over 13 years of experience in the finance industry.

3
James D. Parr
CRD#: 1922007
121 Sw Morrison, Suite 1060, Portland, OR 97204
93
Wealthminder
score

James Parr (CRD# 1922007) is an Investment Advisor Representative working at Cairn Investment Group in Portland, OR and has over 27 years of experience in the finance industry.

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