Portland Private Wealth Management, Inc.
Portland Private Wealth Management, Inc. (CRD# 171321) is a financial advisory firm headquartered in Portland, OR. They manage $200,236,134 in 870 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management200MILLION
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Total Number of Accounts870ACCOUNTS
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Average Account Value$230,156
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, OR, TX, WA
Jacob Becker (CRD# 4230726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 22 years of experience in the finance industry.
Jason McMillen (CRD# 2854726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Bend, OR and has over 25 years of experience in the finance industry.
Kibwe Cuffie (CRD# 7087368) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 4 years of experience in the finance industry.