Ponderosa Investment Group, LLC

Ponderosa Investment Group, LLC (CRD# 143055) is a financial advisory firm headquartered in Portland, OR. They manage $12,898,653 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4804 Nw Bethany Blvd., Suite I-2, #154, Portland, OR 97229
http://www.ponderosaig.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $230,333
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
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 Cheadle, financial advisor Portland OR
James D. Cheadle
CRD#: 2725086
4804 Nw Bethany Blvd., Suite I-2, #154, Portland, OR 97229

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.

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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