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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2020
- Office Locations
- 2
Office Locations
About 2260 West
2260 West, LLC is a Bend, OR-based RIA providing financial planning and wealth management for individuals, businesses, estates, and trusts, including business financial planning and financial consulting. The team includes multiple CFPs and CPAs, bringing tax-forward planning into portfolio construction, typically implemented with ETFs and mutual funds. Custodies client assets with Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kyle O Dover
Chief Compliance Officer, Member, Partner
- CRD
- #7287155
- Ownership
- 50% but less than 75%
Cody Wade Martin
CPA
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Chelsea Anne Mayer
--
- CRD
- #7312930
Cameron Atle Tonning
Financial Planner
- CRD
- #7483180
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,186,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,186,243 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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