Wide Eye Capital

Wide Eye Capital (CRD# 322886) is a financial advisory firm headquartered in Newberg, OR. They manage $3,966,262 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2505 Portland Rd, Newberg, OR 97132
https://www.linkedin.com/company/wide-eye-capital/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $146,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Wide Eye Capital
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Khalil, financial advisor Portland OR
Samuel R. Khalil
CRD#: 7605790
Portland, OR

Samuel Khalil (CRD# 7605790) is an Investment Advisor Representative working at Wide Eye Capital in Portland, OR and has 1 year 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.

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