| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Wealth Manager | Lake Oswego, United States | $2.0B | |||
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About
A fee only registered investment advisory firm focusing on a variety of financial services and investment management for high net worth individuals, as well as services to corporate retirement plans. Website SectorsWealth & Estate Planning, Trust Management, Legal & Tax Services, Investment Management, Debt Management, Charitable ... Investment TypesJoint Venture/Partner, Venture Capital, Private Equity, Asset Disposition Contacts
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| Private Sector Pension Fund | Lake Oswego, United States | $1.3B | |||
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About
Precision Castparts Corp Master Trust Defined Benefit Plans is a private sector pension fund based in Lake Oswego, US. Reported AUM: $1.3B. Website SectorsDiversified, Healthcare, Information Technology Investment TypesEarly Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Turnaround, Venture (Ge... Contacts
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| Wealth Manager | Lake Oswego, United States | $337M | |||
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About
Pure Portfolios is a wealth manager based in Lake Oswego, US. Founded in 2016. Reported AUM: $337M. Founded2016 Website Contacts
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| Wealth Manager | Lake Oswego, United States | $191M | |||
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About
Financial Planning and Investment Management provided by credentialed Certified Financial Planners located in Portland, Oregon and Santa Cruz, California. Founded2013 Website Contacts
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| Family Office - Multi | Lake Oswego, OR, United States | — | |||
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About
Building wealth is not an easy skill to master. Certified wealth advisors with decades of experience are the best choice for your financial future. Founded1998 Website Contacts
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