Settlement Capital Advisors
Settlement Capital Advisors (CRD# 155250) is a financial advisory firm headquartered in West Linn, OR. They manage $16,762,873 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$507,966
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Jack Meligan (CRD# 722333) is an Investment Advisor Representative working at Settlement Capital Advisors in West Linn, OR and has over 11 years of experience in the finance industry.
Dylan Mumm (CRD# 6802796) is an Investment Advisor Representative working at Settlement Capital Advisors in Parker, CO and has 1 year of experience in the finance industry.