Matisse Capital

Matisse Capital (CRD# 155424) is a financial advisory firm headquartered in Portland, OR. They manage $1,110,540,408 in 741 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,111
    MILLION
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $1,498,705
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, OR, WA

Financial Advisors at Matisse Capital
Showing 1 - 8 of 8 top financial advisors.
1
Eric A. Boughton
CRD#: 4575239
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Eric Boughton (CRD# 4575239) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 23 years of experience in the finance industry.

2
Axel H. Flichtbeil
CRD#: 2445072
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Axel Flichtbeil (CRD# 2445072) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 30 years of experience in the finance industry.

3
Deirdre S. Hochberg Higdon
CRD#: 6437688
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Deirdre Hochberg Higdon (CRD# 6437688) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 9 years of experience in the finance industry.

4
Corrie B. Oliva
CRD#: 4044435
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Corrie Oliva (CRD# 4044435) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 24 years of experience in the finance industry.

5
Daniel C. Sholian
CRD#: 1035932
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Daniel Sholian (CRD# 1035932) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 41 years of experience in the finance industry.

6
Bryn Torkelson
CRD#: 1026464
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Bryn Torkelson (CRD# 1026464) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 41 years of experience in the finance industry.

7
Niklas H. Torkelson
CRD#: 6462864
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Niklas Torkelson (CRD# 6462864) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has over 8 years of experience in the finance industry.

8
Rebecca Y. Wei
CRD#: 6317707
15350 Sw Sequoia Pkwy, Suite 260, Portland, OR 97224

Rebecca Wei (CRD# 6317707) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has 1 year of experience in the finance industry.

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