Irvingtoncapital, LLC. is a large advisory firm based in Lake Oswego. It manages $100 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Oregon and Washington.
Irvingtoncapital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Irvingtoncapital, LLC. is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Irvingtoncapital, LLC. for their services and products based on a percentage of assets under management. 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.
The principal office where Irvingtoncapital, LLC. performs its advisory services is located at 5 Centerpointe, Suite 400, Lake Oswego, OR 97035, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-724-0046 or by fax 503-922-1895. The normal business hours are 9:00 am-5:00 pm on Monday - Friday.