Willamette Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Willamette Financial Advisors LLC
CRD #173482
SEC #801-112193
CIK #
AUM $131.3 MM (92% Disc, 100% US)
Employees7 (86% Investors, 0% Brokers)
Phone503-747-0306
Address5335 Sw Meadows Road
Lake Oswego, OR 97035-3189
Source [IAPD] [Website]
Total AUM ($MM)
13510881542702011201420172020
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Mariaca Wealth Management LLC
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Bay Harbor Wealth Management LLC
MD 0.1
Sage Financial Advisors Inc
AZ 0.1
Tmfs-San Antonio LLC
TX 0.1
Alta Wealth Advisors LLC
MA 0.1
Essential Investment Partners LLC
CO 0.1
Sanchez Wealth Management LLC
NV 0.1
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