Ponderosa Investment Group, LLC

Ponderosa Investment Group, LLC (CRD# 143055) is a financial advisory firm headquartered in Portland, OR. They manage $12,510,441 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $250,209
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

OR, WA

Financial Advisors at Ponderosa Investment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James D. Cheadle
CRD#: 2725086
4888 Nw Bethany Blvd., Suite K5, #154, Portland, OR 97229
87
Wealthminder
score

James Cheadle (CRD# 2725086) is an Investment Advisor Representative working at Ponderosa Investment Group, LLC in Portland, OR and has 1 year of experience in the finance industry.

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