Portlandia Investment Management
Portlandia Investment Management (CRD# 154658) is a financial advisory firm headquartered in Portland, OR. They manage $31,150,000 in 118 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$263,983
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Janet Schorey (CRD# 1760274) is an Investment Advisor Representative working at Portlandia Investment Management in Portland, OR and has over 30 years of experience in the finance industry. Janet Schorey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.