Portlandia Investment Management

Portlandia Investment Management (CRD# 154658) is a financial advisory firm headquartered in Portland, OR. They manage $47,400,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10260 Sw Greenburg Road, Suite 400, Portland, OR 97223
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $488,660
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.

OR

Financial Advisors at Portlandia Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Janet Schorey, financial advisor Portland OR
Janet A. Schorey
CRD#: 1760274
10260 Sw Greenburg Road, Suite 400, Portland, OR 97223

Janet Schorey (CRD# 1760274) is an Investment Advisor Representative working at Portlandia Investment Management in Portland, OR and has over 36 years 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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