Settlement Capital Advisors

Settlement Capital Advisors (CRD# 155250) is a financial advisory firm headquartered in West Linn, OR. They manage $5,900,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $295,000
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
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 Settlement Capital Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jack L. Meligan
CRD#: 722333
1800 Blankenship Rd., Ste. 160, West Linn, OR 97068
93
Wealthminder
score

Jack Meligan (CRD# 722333) is an Investment Advisor Representative working at Settlement Capital Advisors in West Linn, OR and has over 10 years of experience in the finance industry.

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