Settlement Capital Advisors

Settlement Capital Advisors (CRD# 155250) is a financial advisory firm headquartered in West Linn, OR. They manage $43,969,784 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1800 Blankenship Rd., Ste. 160, West Linn, OR 97068
https://settcap.com/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $403,393
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, OR, WA

Financial Advisors at Settlement Capital Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jack Meligan, financial advisor West Linn OR
Jack L. Meligan
CRD#: 722333
1800 Blankenship Rd., Ste. 160, West Linn, OR 97068

Jack Meligan (CRD# 722333) is an Investment Advisor Representative working at Settlement Capital Advisors in West Linn, OR and has over 17 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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