Be advised. This firm is no longer registered.

Portland Fixed Income Specialists, LLC

Portland Fixed Income Specialists, LLC (CRD# 164284) is a financial advisory firm headquartered in Beaverton, OR. They manage $45,000,000 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $290,323
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
  • 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.

OR

Financial Advisors at Portland Fixed Income Specialists, LLC
No Advisor Found.
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