Portland Private Wealth Management, Inc., OR — Investment Adviser | BuildTrust

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PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Investment AdvicePORTLAND, OR

Assets Under Management

$222M

Total AUM

Donut chart: Discretionary 214.6M, Non-Discretionary 7.4M
Category	Value
Discretionary	214.6M
Non-Discretionary	7.4M

Adviser Information

Field	Value
CRD Number	171321
SEC Number	801-118362
Street Address	1834 SW 58TH AVENUE
Street Address 2	SUITE 101
Location	PORTLAND, OR 97221
Country	United States
Phone	503-405-9472
Fax	503-477-5802
Total Employees	6

Client Count by Type (463 Total)

Horizontal bar chart: Individuals (other than H… 400, High Net Worth Individual… 49, Pension/Profit Sharing Pl… 9, Corporations/Businesses 5
Category	Value
Individuals (other than H…	400
High Net Worth Individual…	49
Pension/Profit Sharing Pl…	9
Corporations/Businesses	5