Willamette Asset Managers Inc. is a large advisory firm based in Beaverton. It manages $55 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.
Willamette Asset Managers provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Willamette Asset Managers Inc. is $55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Willamette Asset Managers Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven Christopher Clark has been acting as President since 1 Oct 1997. Philip Bryan Hagen joined the executive team most recently as the Compliance Officer.
The principal office where Willamette Asset Managers Inc. performs its advisory services is located at 15455 Nw Greenbrier Pkwy, Beaverton, OR 97006, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 503-466-1165 or by fax 503-274-1756. The normal business hours are 8-5 on Monday - Friday.