Ciclo Wealth LLC

Ciclo Wealth LLC (CRD# 312016) is a financial advisory firm headquartered in Portland, OR. They manage $32,840,301 in 230 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9220 Sw Barbur Blvd, Suite 119-216, Portland, OR 97219
http://www.ciclowealth.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $142,784
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Ciclo Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip Richman, financial advisor Portland OR
Philip J. Richman
CRD#: 2838530
Portland, OR

Philip Richman (CRD# 2838530) is an Investment Advisor Representative working at Ciclo Wealth LLC in Portland, OR and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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