Srm Advisors

Srm Advisors (CRD# 111010) is a financial advisory firm headquartered in Portland, OR. They manage $153,723,042 in 404 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $380,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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, WA

Financial Advisors at Srm Advisors
Showing 1 - 3 of 3 top financial advisors.
1
William F. Baldwin
CRD#: 1837248
6600 Sw 92nd Avenue, Suite 201, Portland, OR 97223

William Baldwin (CRD# 1837248) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 33 years of experience in the finance industry.

2
Russell E. Owen
CRD#: 1201570
6600 Sw 92nd Avenue, Suite 201, Portland, OR 97223

Russell Owen (CRD# 1201570) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 30 years of experience in the finance industry. Russell Owen 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.

3
Kenneth D. Vangrunsven
CRD#: 1345509
6600 Sw 92nd Avenue, Suite 201, Portland, OR 97223

Kenneth Vangrunsven (CRD# 1345509) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 36 years of experience in the finance industry.

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