Srm Advisors
Portland, Oregon
3.7
3 Reviews
SRM Advisors is a small investment advisory firm headquartered in Portland, Oregon. With one office, the firm specializes in providing investment advisory services to a diverse range of clients. Comprising three dedicated professionals, SRM Advisors ensures personalized attention and expertise in delivering comprehensive financial solutions. The firm's investment advisors boast an impressive average of $53,450,000 in assets under management per advisor, which aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management and hourly charges, catering to clie...
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Assets Under Mgmt

$160.35M

Investment Professionals

3

Locations

0

% 401K & Individual

28%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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