EUGENIO FINANCIAL

EUGENIO FINANCIAL is an SEC-registered investment adviser (CRD 143260). Regulatory assets under management: $37.8M.

Registration

• CRD: 143260
• Type: Registered investment adviser
• Phone: 503-643-1880
• Latest filing: 2026-03-17
• Regulatory AUM: $37.8M
• Discretionary AUM: $37.8M
• Clients: 2
• Accounts: 148

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143260 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search