SEC CRD #801-70937
Experienced professionals whose specialties cover the entire wealth management spectrum, from investments and taxes to comprehensive financial planning. We help you maximize your equity comp and lower taxes. We are a 100% fiduciary, financial advisor for tech employees in Portland, Oregon. IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.
BRENDA K MCCOMBS
CCO
📞 (503) 621-9207
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AUM
$371M
Check Size
$11M–$11M
Location
PORTLAND, OR
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