Palladio Consulting LLC
Palladio Consulting LLC (CRD# 309007) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $73,487,605 in 250 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management73MILLION
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Total Number of Accounts250ACCOUNTS
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Average Account Value$293,950
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Palladio Consulting LLC
1
Connor Kavanaugh (CRD# 5941682) is an Investment Advisor Representative working at Palladio Consulting LLC in Portland, OR and has over 11 years of experience in the finance industry.
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