CRD: 171321
Portland Private Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal fusionEagle insight +more
- Established Date
- 08-12-2014
- Office Locations
- 2
Office Locations
About Portland Private Wealth Management, Inc.
Portland Private Wealth Management is an Oregon-based RIA providing holistic financial planning and investment management for individuals and families, business owners, and retirement plans/nonprofits. The firm builds investment policy statements, advises on tax-advantaged savings and trust accounts, and coordinates estate planning and asset-protection/insurance solutions with outside specialists. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON SHAMUS MCMILLEN
Chief Compliance Officer, CO-CIO, Corporate Secretary
- CRD
- #2854726
- Ownership
- 50% but less than 75%
JACOB ISAAC BECKER
Chief Operating Officer, President
- CRD
- #4230726
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kibwe Omari Cuffie
Investment Advisor Representative
- CRD
- #7087368
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,248,408 | $250,826 |
| Non-Discretionary | $8,186,746 | $818,675 |
| Total | $235,435,154 | $257,025 |
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Separately Managed Accounts
Total SMA Asset: $235,435,154
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $84,528,074 | 9.8% |
| Cash | $283,772,819 | 32.9% |
| Equity - Exchange | $193,207,026 | 22.4% |
| U.S. Government/Agency | $301,023,447 | 34.9% |
| Total | $862,531,366 | 100.0% |