Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Paul Ortner IV
Firm	Concentric Wealth Advisors LLC
Address	16679 Boones Ferry Road Suite 115 Lake Oswego, OR 97035
Source

Associated Funds
Concentric Wealth Advisors LLC
TFC Global Master Fund LP		18.2
CSA Global Asset Management LLC
CSA Global Equity Master Fund LP		10.0
Concentric Long-Biased LP		0.0
Concentric Short Duration Bond Fund LP		0.0
CSA Global Equity LP		0.0
CSA Global Equity Ltd		0.0

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 151898254, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220410997