WILLAMETTE FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$117,489,047
Discretionary
$110,784,729
Non-discretionary
$6,704,318
Firm details
- CRD number
- 173482
- SEC file number
- 801-112193
- Main office
- PORTLAND, OR, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.WFINADV.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.