$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2007
- Office Locations
- 1
Office Locations
4804 NW Bethany Blvd. Suite I-2, #154 Portland OR
About Ponderosa Investment Group, LLC
Ponderosa Investment Group (Portland, OR) provides investment management for taxable high-net-worth individuals and families, plus trusts, IRAs, charities and foundations across the Pacific Northwest. The firm focuses on portfolio construction and asset allocation using public funds, including ETFs and mutual funds, with Charles Schwab as primary custodian.
Team overview
54 AVG AGE
$17.1M AVG AUM / ADVISOR
$475.6K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Premium access reveals conviction themes in timber signal atlas.
Full visibility includes strategy notes for delta alpha harbor.
Request access to benchmark trends tied to timber.
See the complete signal summary connected to capital.
Full visibility includes strategy notes for pathway quantum wave.
Premium access reveals conviction themes in legacy ridge unison.
Open the full profile to inspect shifts in vital summit.
See the complete signal summary connected to summit.
Asset Classes
Capital focus Zenith meridian Element ember Crest eagle
Client Personas
Pathway insight
Custodian
Atlas oak Peak ember Matrix peak
Investment Themes
Wave
Investment Vehicles
Harbor Vector foundation
Services
Vector legacy Vital Element atlas
Owner & Executives
JAMES DEAN CHEADLE
Managing Member, President
- CRD
- #2725086
- Ownership
- 75% or more
(709) 499-8691
fusion.north@catalystcapital.com
in linkedin.com/in/foundation-oak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,122,885 | -- |
| Non-Discretionary | $133 | -- |
| Total | $17,123,018 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,123,018
Public Funds:
24.4% Equity - Exchange:
36.4% Cash:
18.9% Municipal Bonds:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,314,486,173 | 24.4% |
| Equity - Exchange | $1,960,954,782 | 36.4% |
| Cash | $1,018,188,060 | 18.9% |
| Municipal Bonds | $1,093,609,397 | 20.3% |
| Total | $5,387,238,412 | 100.0% |