Srm Advisors

Srm Advisors (CRD# 111010) is a financial advisory firm headquartered in Portland, OR. They manage $128,803,653 in 493 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $261,265
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
  • 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
96
Wealthminder
score

William Baldwin (CRD# 1837248) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 28 years of experience in the finance industry.

2
Russell E. Owen
CRD#: 1201570
6600 Sw 92nd Ave. #350, Portland, OR 97223
96
Wealthminder
score

Russell Owen (CRD# 1201570) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 25 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
93
Wealthminder
score

Kenneth Vangrunsven (CRD# 1345509) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.