RIA Intelligence

WILLAMETTE ASSET MANAGERS INC.

CRD #114227 SEC #801-57363 BEAVERTON, OR 503-466-1165
SEC Registered
Total AUM
$87M
Discretionary
$87M
Employees
5
Clients
--
Accounts
4

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 25, 2001
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HAGEN, PHILIP, BRYANICOMPLIANCE OFFICERNA Control
SMITH, JAMES, TODDICFONA Control
CLARK, STEVEN, CHRISTOPHERIDIRECTORD Control
PHILLIPS, TIMOTHY, CHARLESIDIRECTOR, PRESIDENTD Control

Registrations

Federal

IA
Jul 25, 2001 REGISTERED

Address

15455 NW GREENBRIER PKWY
#210-39
BEAVERTON, OR 97006
USA
Phone: 503-466-1165