Be advised. This firm is no longer registered.

Filigree Advisors

Filigree Advisors (CRD# 146284) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $125,584,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $3,924,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Filigree Advisors
No Advisor Found.
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