E2I ADVISORS, LLC
CRD #285987 SEC #801-111058 PORTLAND, OR (877) 356-1058
SEC Registered
Total AUM
$194M
Discretionary
$99.9M
Employees
5
Clients
1
Accounts
281
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $194M | $99.9M | $94.1M | 5 | 1 |
| Mar 2021 | $194M | $99.9M | $94.1M | 5 | 1 |
| Sep 2020 | $223.8M | $115.6M | $108.2M | 6 | 1 |
| Jun 2020 | $223.8M | $115.6M | $108.2M | 6 | 1 |
| Mar 2020 | $223.8M | $115.6M | $108.2M | 6 | 1 |
| Mar 2019 | $113.4M | $113.4M | $0 | 6 | 0 |
| Oct 2018 | $110.8M | $110.8M | $0 | 7 | 0 |
| Jun 2018 | $110.8M | $110.8M | $0 | 7 | 0 |
| May 2018 | $149.5M | $149.5M | $0 | 7 | 0 |
| Apr 2018 | $149.5M | $149.5M | $0 | 7 | 0 |
| Mar 2018 | $149.5M | $149.5M | $0 | 7 | 0 |
| Dec 2017 | $195M | $195M | $0 | 6 | 0 |
| Aug 2017 | $195M | $195M | $0 | 4 | 0 |
| Jul 2017 | $195M | $195M | $0 | 4 | 0 |
| Mar 2017 | $55M | $55M | $0 | 4 | 0 |
| Feb 2017 | $0 | $0 | $0 | 3 | 0 |
DateJul 2021
Total AUM$194M
Discretionary$99.9M
Non-Disc.$94.1M
Employees5
Clients1
DateMar 2021
Total AUM$194M
Discretionary$99.9M
Non-Disc.$94.1M
Employees5
Clients1
DateSep 2020
Total AUM$223.8M
Discretionary$115.6M
Non-Disc.$108.2M
Employees6
Clients1
DateJun 2020
Total AUM$223.8M
Discretionary$115.6M
Non-Disc.$108.2M
Employees6
Clients1
DateMar 2020
Total AUM$223.8M
Discretionary$115.6M
Non-Disc.$108.2M
Employees6
Clients1
DateMar 2019
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0