# FILIGREE ADVISORS LLC

FILIGREE ADVISORS LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 146284
- Type: SEC-registered investment adviser
- SEC file number: 801-79253
- Location: 201 B AVENUE, SUITE 290, LAKE OSWEGO, OR, 97034
- Phone: 503-496-3230
- Latest filing: 2015-04-06
- Regulatory AUM: $125.6M
- Discretionary AUM: $125.6M
- Clients: 4
- Accounts: 32

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| GRAVES GERALD JAY | PARTNER / CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HEIKKINEN DOUGLAS JAMES | PARTNER | — |
| DUDLEY CHRIS | LEAVE OF ABSENCE; WEALTH MANAGER | — |
| DUDLEY CHRIS G | PARTNER | — |
| OLSON JENNIFER PAIGE | CHIEF COMPLIANCE OFFICER | — |
| CRAWFORD IAN C | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146284/similar
- Related entities: https://search.stillhousedata.com/firm/146284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146284

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.