CRD: 286170
Independent Investment Advisors
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2017
- Office Locations
- 1
Office Locations
About Independent Investment Advisors
Independent Investment Advisors is a Hillsboro, OR fee-only fiduciary boutique serving busy technology professionals, small business owners, executives, and families across the Pacific Northwest. The firm provides comprehensive wealth management and planning (retirement, equity compensation, tax, risk, inheritance) plus bespoke portfolio management built from scratch using underlying securities and low-cost ETFs, with derivatives used for income or volatility protection. Custody via Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Goran Ognjenovic
Investment Advisor, President
- CRD
- #6734238
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,627,026 | -- |
| Non-Discretionary | $904,804 | -- |
| Total | $68,531,830 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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