Monday, December 17, 2012
|RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)
||ADDRESS / PHONE
||OR SENIOR EXECS
||OR AUM / TOTAL AUM
||OR LIC PROS / OR EMPS
||1300 S.W. 5th Ave., 18th Fl.
Portland 97201 503-886-2377
|Jeff Grubb, Kirk Mandlin, April Sanderson
|Full-service and online brokerage, asset management, wealth and estate planning, etc.
||Ferguson Wellman Capital Mgmt.
||888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503-226-1444
|James Rudd, Steve Holwerda
|Active asset management, wealth management, financial planning, institutional services
||The Private Client Reserve of U.S. Bank
||111 S.W. Fifth Ave., Ste. 600
Portland 97204 503-275-6588
|Ted Austin, Peter Norman
|Customized, integrated investment; private banking; personal trust and planning services
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