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
525 3rd Street Suite 200, Lake Oswego, OR 97034
https://palladioplanning.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Palladio Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Connor Kavanaugh, financial advisor Portland OR
Connor W. Kavanaugh
CRD#: 5941682
Portland, OR

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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