PORTLAND PRIVATE WEALTH MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 171321). Regulatory assets under management: $235.4M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jason Shamus Mcmillen | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | — |
| Jacob Isaac Becker | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | — |
| MCMILLEN JASON SHAMUS | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT); PRESIDENT & CCO | — |
| BECKER JACOB ISAAC | MANAGING PARTNER & COO; PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | — |