WILLAMETTE FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 173482). Regulatory assets under management: $117.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Barry K Allen | MEMBER, CCO, AND COO; MEMBER, CFO, AND COO; PRINCIPAL MEMBER, CEO, AND COO (+1 more) | Providence, RI |
| James Michael Jones | PRINCIPAL MEMBER, CCO & CFO | — |
| Ronald Allen Barry | PRINCIPAL MEMBER, CEO, AND COO | — |
| JONES TODD MICHAEL | MEMBER AND CCO; PRINCIPAL MEMBER AND CCO; PRINCIPAL MEMBER, CCO & CFO | — |
| NELSON VITA JOY | MEMBER AND CFO | — |
| DUNNE STEPHEN DAUNT | MEMBER AND CEO | — |