Price Financial Group Wealth Management, Inc.

Price Financial Group Wealth Management, Inc. (CRD# 323146) is a financial advisory firm headquartered in Portland, OR. They manage $140,551,000 in 1,316 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7160 Sw Fir Loop, Portland, OR 97223
https://www.pricefg.com/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    1,316
    ACCOUNTS
  • Average Account Value
    $106,802
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Price Financial Group Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert Caldwell, financial advisor Portland OR
Robert J. Caldwell
CRD#: 6117463
7160 Sw Fir Loop, Portland, OR 97223

Robert Caldwell (CRD# 6117463) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 11 years of experience in the finance industry.

2
Matthew Mai, financial advisor Portland OR
Matthew E. Mai
CRD#: 5721707
7160 Sw Fir Loop, Portland, OR 97223

Matthew Mai (CRD# 5721707) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 14 years of experience in the finance industry.

3
Mateusz Sudol, financial advisor Portland OR
Mateusz W. Sudol
CRD#: 5899226
7160 Sw Fir Loop, Portland, OR 97223

Mateusz Sudol (CRD# 5899226) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 13 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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