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Eldon Reese Advisory Group

Eldon Reese Advisory Group. CRD 322069

Eldon Reese Advisory Group logo

CRD: 322069

Eldon Reese Advisory Group

Beaverton, OR, 97005
5039086397
eldonreese.com
$59.1M Total AUM
$53.5M Disc. AUM
-- 3Y CAGR
6 Employees
314 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Assetmark
Clients
Retail
Platforms
AtlasPeak +more
Established Date
08-25-2022
Office Locations
2

Office Locations

4900 SW Griffith DR Suite 103 Beaverton OR
-- Provo UT

About Eldon Reese Advisory Group

Eldon Reese Advisory Group is a financial planning and investment advisory firm led by CFP Duane Bolinger. The team follows a Discovery, Planning, Implementation, and Management process, coordinating with strategic partners in tax, insurance, and law as needed. Clients engage the firm for plan implementation, investment recommendations, and ongoing portfolio management with proactive reviews and quarterly monitoring. Virtual service; registered in OR/WA; custodian Altruist.

Team overview

49 AVG AGE
$19.7M AVG AUM / ADVISOR
$188.2K AVG AUM / CLIENT
2.4 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Timber Pioneer Alpha Meridian Ridge atlas

Client Personas

Momentum

Custodian

Element frontier

Investment Themes

Pathway signal Bridge ember Optima delta Quantum horizon Catalyst crest

Investment Vehicles

Alpha foundation Frontier

Services

North Matrix Unison pioneer North radial Summit zenith Ember radial Quantum Unison horizon Delta timber Matrix

Technology

Alpha Atlas Focus foundation Matrix oak

Owner & Executives

DUANE ELDON BOLINGER

DUANE ELDON BOLINGER

Advisor

CRD
#5369480
Ownership
75% or more
(980) 603-1845
optima.frontier@frontiercapital.com
in linkedin.com/in/north-delta

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Contacts

BLAINE EVANS BURNETT

BLAINE EVANS BURNETT

--

CRD
#5827045
(446) 267-8915
alpha.eagle@vitalcapital.com
in linkedin.com/in/alpha-pathway
S

Spencer Gary Dickinson

--

CRD
#8168346
(256) 333-6034
bridge.pathway@pioneercapital.com
in linkedin.com/in/capital-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $53,512,000 --
Non-Discretionary $5,568,400 --
Total $59,080,400 --

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Separately Managed Accounts

Total SMA Asset: $59,080,400

$59.1M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $757,593,562 100.0%
Total $757,593,562 100.0%

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