PORTLAND FINANCIAL ADVISORS INC

PORTLAND FINANCIAL ADVISORS INC is an SEC-registered investment adviser (CRD 127371). Regulatory assets under management: $105.8M.

Registration

• CRD: 127371
• SEC file number: 801-115289
• Type: Registered investment adviser
• Phone: 503-805-3485
• Latest filing: 2026-04-01
• Regulatory AUM: $105.8M
• Discretionary AUM: $105.8M
• Clients: 2
• Accounts: 169

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127371 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search