North Forty Two & Company

North Forty Two & Company (CRD# 148417) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $142,828,052 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
201 B Avenue, Suite 270, Lake Oswego, OR 97034
https://twitter.com/northfortytwo?lang=en
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $612,996
Compensation Options
  • A percentage of assets under your management
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.

NH, OR

Financial Advisors at North Forty Two & Company
Showing 1 - 1 of 1 top financial advisors.
1
William Ross, financial advisor Lake Oswego OR
William L. Ross
CRD#: 2177428
201 B Avenue, Suite 270, Lake Oswego, OR 97034

North Forty Two is a fee-only investment advisory boutique that has served as a trusted fiduciary to a select number of high-net-worth households for nearly two decades. We construct tailored investment solutions and provide practical financial planning guidance and business coaching to no more than one hundred clients. When you meet with us, it’s like sitting down with a trusted friend. Personal attention and full transparency are what make the firm unique.

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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