ELDON REESE ADVISORY GROUP

ELDON REESE ADVISORY GROUP of BEAVERTON, OR is an SEC-registered investment adviser (CRD 322069). Regulatory assets under management: $59.1M.

Registration

• CRD: 322069
• Type: Registered investment adviser
• Location: 4900 SW GRIFFITH DR, BEAVERTON, OR, 97005
• Phone: (503) 908-6397
• Latest filing: 2026-03-06
• Regulatory AUM: $59.1M
• Discretionary AUM: $53.5M
• Non-discretionary AUM: $5.6M
• Clients: 6
• Accounts: 302

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322069 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search