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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $263,983
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
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 Portlandia Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Janet A. Schorey
CRD#: 1760274
121 Sw Salmon St., Suite 1100, Portland, OR 97204
96
Wealthminder
score

Janet Schorey (CRD# 1760274) is an Investment Advisor Representative working at Portlandia Investment Management in Portland, OR and has over 29 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.

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