2260 WEST

2260 WEST of BEND, OR is an SEC-registered investment adviser (CRD 310460). Regulatory assets under management: $76.2M.

Registration

• CRD: 310460
• Type: Registered investment adviser
• Location: 2796 NW CLEARWATER DR, BEND, OR, 97703
• Phone: (541) 707-2260
• Latest filing: 2026-01-05
• Regulatory AUM: $76.2M
• Discretionary AUM: $76.2M
• Clients: 6
• Accounts: 176

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search