PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 323146). Regulatory assets under management: $173.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Edward Mai | OWNER | — |
| Mateusz Wojciech Sudol | CCO / COO; OWNER | — |
| Robert Joseph Caldwell | CCO | — |
| CALDWELL GARNET JOSEPH | CCO; OWNER | — |
| MAI MATTHEW EDWARD | OWNER | — |
| SUDOL MATEUSZ WOJCIECH | OWNER | — |
| CALDWELL ROBERT | CCO; CHIEF COMPLIANCE OFFICER/ OWNER | — |
| SUDOL MATEUSZ | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CLACKAMAS | OR | 1 | 503-253-3000 |