Ctc Consulting, LLC is a large advisory firm based in Portland. It manages $581.16 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Illinois, and 8 other states.
Ctc Consulting provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and asset allocation, performance measurement, high net worth 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 Ctc Consulting, LLC is $581.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% 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 Ctc Consulting, LLC for their services and products based on a percentage of assets under management 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.
The principal office where Ctc Consulting, LLC performs its advisory services is located at 4380 Sw Macadam Avenue, Portland, OR 97239 6407, which is also the mailing address of the firm. An additional office of the firm is in Portsmouth, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-228-4300 or by fax 503-220-4576. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ctcconsulting.com.