Capital Management Consulting, LLC (Portland)
Capital Management Consulting, LLC is a large advisory firm based in Portland. It manages $72.72 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oregon and Washington.
Capital Management Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Capital Management Consulting: assets under management
The assets under management (AUM) of Capital Management Consulting, LLC is $72.72 million. 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.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Capital Management Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Portland
The principal office where Capital Management Consulting, LLC performs its advisory services is located at 4800 Sw Macadam Avenue, Suite 100, Portland, OR 97201 The mailing address of the firm is Po Box 69468, Portland, OR 97201 0468. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-227-5284 or by fax 503-227-5822. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cmcinvest.com.
Registered investment advisers similar to Capital Management Consulting, LLC
- Newcastle Investment Corp
- Emergent Wealth Advisors
- Hugh Dodd Bradberry
- Pacific Harbor Holdings, Limited
- Cross Keys Securities Limited Partnership
- Burgess Investment Management And Research
- Westpark Wealth Advisors
- Allen C. Ewing &
- Hungerpiller Capital Management
- Eab Investment Group
- Independent Investment Advisors
- Green Cay Asset Management
- Barclay Breland Family Office
- Alliance Asset Allocation
- Bala Capital Group