FILIGREE ADVISORS LLC
Legal name: FILIGREE ADVISORS
CRD #146284 SEC #801-79253 LAKE OSWEGO, OR 503-496-3230
SEC Registered
Total AUM
$117M
Discretionary
$117M
Employees
4
Clients
0
Accounts
28
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRAWFORD, IAN, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| CRAWFORD, IAN, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| CRAWFORD, IAN, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| CRAWFORD, IAN, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUDLEY, CHRIS | I | WEALTH MANAGER | NA | |
| DUDLEY, CHRIS | I | WEALTH MANAGER | NA | |
| DUDLEY, CHRIS | I | WEALTH MANAGER | NA | |
| DUDLEY, CHRIS | I | WEALTH MANAGER | NA | |
| DUDLEY, CHRIS | I | LEAVE OF ABSENCE | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, JENNIFER, PAIGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVES, GERALD, JAY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVES, GERALD, JAY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| GRAVES, GERALD, JAY | I | PRESIDENT | D | Control |
| HEIKKINEN, DOUGLAS, JAMES | I | PARTNER | D | Control |
| HEIKKINEN, DOUGLAS, JAMES | I | PARTNER | D | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
| DUDLEY, CHRIS, G. | I | PARTNER | C | Control |
Registrations
Federal
IA
Feb 19, 2014 REGISTERED
Notice Filings (2)
CA OR
Address
201 B AVENUESUITE 290
LAKE OSWEGO, OR 97034
United States
Phone: 503-496-3230