REALLOCATE ADVISORS, LLC

REALLOCATE ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 291921). Regulatory assets under management: $1.3M.

Registration

• CRD: 291921
• SEC file number: 801-112828
• Type: Registered investment adviser
• Location: 525 3RD STREET, SUITE 200, LAKE OSWEGO, OR, 97034
• Phone: 800-286-1602
• Latest filing: 2022-04-01
• Regulatory AUM: $1.3M
• Non-discretionary AUM: $1.3M
• Clients: 5
• Accounts: 1

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search