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Erica Gail Nortman

CAPITOL FAMILY OFFICE, INC.·BEAVERTON, Oregon
Unclaimed Profile
1500 NW BETHANY BLVD., BEAVERTON, OR 97006CRD# 5492685Firm CRD# 312005
01

About

Erica Gail Nortman is a registered financial advisor based in BEAVERTON, Oregon, affiliated with CAPITOL FAMILY OFFICE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITOL FAMILY OFFICE, INC.
CAPITOL FAMILY OFFICE, INC.
AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITOL FAMILY OFFICE, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5492685
Firm CRD# 312005
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Gail Nortman offer?
Erica Gail Nortman specializes in Financial Planning, Investment Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are Erica Gail Nortman's credentials?
Erica Gail Nortman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Gail Nortman located?
Erica Gail Nortman is based in BEAVERTON, Oregon, working with CAPITOL FAMILY OFFICE, INC.. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does Erica Gail Nortman charge for services?
Erica Gail Nortman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITOL FAMILY OFFICE, INC.?
CAPITOL FAMILY OFFICE, INC. has approximately 2 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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