Sponsored by Oregon Business

Oregon Business' PowerList of
Financial Planning & Money Management Firms

Survey form

Firm representatives: Complete the following form in order to update your firm's information for our Financial Planning & Money Management Firms PowerList which to be published in the Power Book (January) issue of Oregon Business. There is no charge to participate. The list is ranked by Oregon (and Clark Co., Wash.) assets under management (AUM).

  • If you received an email requesting an update, please refer to your firms's information listed in the email and enter only new data if the previous data is incorrect or no longer current. Otherwise, select "Correct as listed" below. The deadline for submission is in the email.
  • If your firm has not appeared in our list before, please enter new information in all applicable fields.
  • If you have any questions, please email research editor, Kim Moore, or call her at 503.445.8828.
(if you need to start over)
Your name (required):
Your email address (required):
Your phone number:

Survey information to be published
NOTE: Form submissions will not show an ampersand (&). Please use "AND" instead.
Firm name (please confirm):
Former name (if applicable):
Service which best describes firm (Financial Planning, Money Management, etc.):
  Correct as listed
Leave blank New or modified data
Web site:
Street or mailing address: NA
City: NA
State: NA
Zip: NA
Main phone: NA
Senior executives):
Assets under managemnt for Oregon (and Clark Co., Wash.) clients as of 9/30 (Do NOT include assets under advisement): NA $
Total worldwide assets under management as of 9/30 (Do NOT include assets under advisement): $
Minimum account size: $
Number of licensed investment prfessionals in Oregon (and Clark Co. Wash.):
Total number of full-time employees in Oregon (and Clark Co., Wash.):
Year firm was established:
(15 words or less):
Footnotes or comments:
Contact information— NOT for publication  
  Correct as listed
Leave blank New or modified data
Name: NA
Email: NA
Phone number:
Fax number:




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