E2 I Advisors, LLC (Portland)

Name: E2 I Advisors, LLC
Address: 425 Nw 10 Th Ave, Portland, OR, 97209
Telephone: (877) 356-1058

E2 I Advisors, LLC is a large advisory firm based in Portland. It manages $113.37 million of regulatory assets for 334 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Florida, Massachusetts, Oregon, and Vermont.

E2 I Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

E2 I Advisors: assets under management

The assets under management (AUM) of E2 I Advisors, LLC is $113.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $339.44 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is investment and business development companies, which make up 24% of the firm’s portfolio. Investments in cash and cash equivalents form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay E2 I Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients E2 I Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of E2 I Advisors is high net worth individuals with 53 clients and $93.47 million of assets under management. Among the 9 most similar advisory firms, E2 I Advisors has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $113.25 million for 162 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

E2 I Advisors doesn't advise any private funds.

Careers at E2 I Advisors, LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Omar Ricardo Marquez joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evolution 2 Independence Llc	Member	1 Mar 2017	75% - 100%	82-0925151
Brian Kendall Rice	Chief executive officer	1 Apr 2017	Other	1789376
Michelle Lynn Wanless	Chief operating officer	1 Apr 2017	Other	4522058

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Omar Ricardo Marquez	Member	1 Apr 2017	25% - 50%	4087628
Robert Lowery Goodman	Investor and member	1 Apr 2017	50% - 75%	6772955

Based in Portland

The principal office where E2 I Advisors, LLC performs its advisory services is located at 425 Nw 10 Th Ave, Portland, OR 97209, which is also the mailing address of the firm. An additional office of the firm is in Burlington, VT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (877) 356-1058 or by fax (503) 765-7447. The normal business hours are by appointment only on Other. You can find more information about the New York firm at wealthbridge-solutions.com.