Matisse Capital

Matisse Capital (CRD# 155424) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $1,513,849,807 in 717 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,514
    MILLION
  • Total Number of Accounts
    717
    ACCOUNTS
  • Average Account Value
    $2,111,367
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
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, WA, WY

Financial Advisors at Matisse Capital
Showing 1 - 8 of 8 top financial advisors.
1
Eric A. Boughton
CRD#: 4575239
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Eric Boughton (CRD# 4575239) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 20 years of experience in the finance industry.

2
Axel H. Flichtbeil
CRD#: 2445072
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Axel Flichtbeil (CRD# 2445072) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 27 years of experience in the finance industry.

3
Deirdre S. Hochberg Higdon
CRD#: 6437688
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Deirdre Hochberg Higdon (CRD# 6437688) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 6 years of experience in the finance industry.

4
Corrie B. Oliva
CRD#: 4044435
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Corrie Oliva (CRD# 4044435) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 21 years of experience in the finance industry.

5
Daniel C. Sholian
CRD#: 1035932
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Daniel Sholian (CRD# 1035932) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 38 years of experience in the finance industry.

6
Bryn Torkelson
CRD#: 1026464
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Bryn Torkelson (CRD# 1026464) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 39 years of experience in the finance industry.

7
Niklas H. Torkelson
CRD#: 6462864
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

Niklas Torkelson (CRD# 6462864) is an Investment Advisor Representative working at Matisse Capital in Lake Oswego, OR and has over 5 years of experience in the finance industry.

8
Rebecca Y. Wei
CRD#: 6317707
4949 Meadows Road, Suite 200, Lake Oswego, OR 97035

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

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