AdvisorCensus / Financial advisors / Oregon / Portland, OR / Pershing LLC
Financial advisors in Portland, OR using Pershing LLC
3 SEC-registered investment advisory firms headquartered in the Portland, OR metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| EFG Asset Management (north America) Corp | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Orca Investment Management, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Wagner Planning | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Pershing LLC nationwide
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AdvisorCensus. Financial advisors in Portland, OR using Pershing LLC. https://advisorcensus.com/advisors/or/portland/custodians/pershing https://advisorcensus.com/advisors/or/portland/custodians/pershing