Eugenio Financial

Eugenio Financial (CRD# 143260) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $31,423,000 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4800 Meadows Rd, Suite 300, Lake Oswego, OR 97035
https://www.eugeniofinancial.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $193,969
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Eugenio Financial
Showing 1 - 1 of 1 top financial advisors.
1
Michael Eugenio, financial advisor Tigard OR
Michael J. Eugenio
CRD#: 2475700
Tigard, OR

Michael Eugenio (CRD# 2475700) is an Investment Advisor Representative working at Eugenio Financial in Tigard, OR and has over 29 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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